Make smart choices. Leave a lasting legacy. Submit your form to join the Redwood Money client waitlist. Name * First Name Last Name Email * Cell Phone Annual pre-tax household income * <$250k $200k - $500k $500k - $1M $1M+ Approximate investible assets * $0-500k $500k-1M $1M-2M $2M+ What services are you interested in? * Ongoing Financial Planning Investment Management Project Financial Planning Online Financial Planning Course How did you hear about me? * Referral from existing client Referral from CPA or attorney Social media Online search XY Planning Network Thank you for your interest! As space opens for new clients I will reach out with next steps. If you need immediate help, check out the excellent group of advisors taking on new clients in the XY Planning Network.
