{"id":1346,"date":"2026-07-14T16:09:58","date_gmt":"2026-07-14T16:09:58","guid":{"rendered":"https:\/\/awrpc.info\/?page_id=1346"},"modified":"2026-07-14T16:15:47","modified_gmt":"2026-07-14T16:15:47","slug":"retirement-client-intake-form","status":"publish","type":"page","link":"https:\/\/awrpc.info\/retirement-client-intake-form\/","title":{"rendered":"retirement client intake form"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; theme_builder_area=&#8221;post_content&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221;][et_pb_row _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; type=&#8221;4_4&#8243; theme_builder_area=&#8221;post_content&#8221;][et_pb_code _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; theme_builder_area=&#8221;post_content&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;]<\/p>\n<div class=\"aw-kickoff-wrapper\"><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"aw-kickoff-card\"><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"aw-kickoff-header\"><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"aw-kickoff-eyebrow\">Quick Financial Snapshot<\/div>\n<p><!-- [et_pb_line_break_holder] -->      <\/p>\n<h2 class=\"aw-kickoff-title\">Let&#8217;s See If We&#8217;re a Fit<\/h2>\n<p><!-- [et_pb_line_break_holder] -->      <pee class=\"aw-kickoff-sub\">Five quick numbers \u2014 takes under a minute. We&#8217;ll follow up to schedule a short call.<\/pee><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<form id=\"awKickoffForm\" class=\"aw-kickoff-form\"><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"aw-field-group\"><!-- [et_pb_line_break_holder] -->        <label for=\"kf_name\">Full Name<\/label><!-- [et_pb_line_break_holder] -->        <input type=\"text\" id=\"kf_name\" name=\"client_name\" required \/><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"aw-field-row\"><!-- [et_pb_line_break_holder] -->        <\/p>\n<div class=\"aw-field-group\"><!-- [et_pb_line_break_holder] -->          <label for=\"kf_email\">Email<\/label><!-- [et_pb_line_break_holder] -->          <input type=\"email\" id=\"kf_email\" name=\"email\" required \/><!-- [et_pb_line_break_holder] -->        <\/div>\n<p><!-- [et_pb_line_break_holder] -->        <\/p>\n<div class=\"aw-field-group\"><!-- [et_pb_line_break_holder] -->          <label for=\"kf_phone\">Phone<\/label><!-- [et_pb_line_break_holder] -->          <input type=\"tel\" id=\"kf_phone\" name=\"phone\" \/><!-- [et_pb_line_break_holder] -->        <\/div>\n<p><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<hr class=\"aw-kickoff-divider\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"aw-field-row\"><!-- [et_pb_line_break_holder] -->        <\/p>\n<div class=\"aw-field-group\"><!-- [et_pb_line_break_holder] -->          <label for=\"kf_income\">Estimated Monthly Income<\/label><!-- [et_pb_line_break_holder] -->          <input type=\"number\" id=\"kf_income\" name=\"est_income\" min=\"0\" step=\"1\" placeholder=\"$\" \/><!-- [et_pb_line_break_holder] -->        <\/div>\n<p><!-- [et_pb_line_break_holder] -->        <\/p>\n<div class=\"aw-field-group\"><!-- [et_pb_line_break_holder] -->          <label for=\"kf_expenses\">Estimated Monthly Expenses<\/label><!-- [et_pb_line_break_holder] -->          <input type=\"number\" id=\"kf_expenses\" name=\"est_expenses\" min=\"0\" step=\"1\" placeholder=\"$\" \/><!-- [et_pb_line_break_holder] -->        <\/div>\n<p><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"aw-field-row\"><!-- [et_pb_line_break_holder] -->        <\/p>\n<div class=\"aw-field-group\"><!-- [et_pb_line_break_holder] -->          <label for=\"kf_401k\">401k \/ 403b Balance<\/label><!-- [et_pb_line_break_holder] -->          <input type=\"number\" id=\"kf_401k\" name=\"balance_401k\" min=\"0\" step=\"1\" placeholder=\"$\" \/><!-- [et_pb_line_break_holder] -->        <\/div>\n<p><!-- [et_pb_line_break_holder] -->        <\/p>\n<div class=\"aw-field-group\"><!-- [et_pb_line_break_holder] -->          <label for=\"kf_brokerage\">Brokerage \/ Investment Balance<\/label><!-- [et_pb_line_break_holder] -->          <input type=\"number\" id=\"kf_brokerage\" name=\"balance_brokerage\" min=\"0\" step=\"1\" placeholder=\"$\" \/><!-- [et_pb_line_break_holder] -->        <\/div>\n<p><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"aw-field-group\"><!-- [et_pb_line_break_holder] -->        <label for=\"kf_savings\">Cash \/ Savings Balance<\/label><!-- [et_pb_line_break_holder] -->        <input type=\"number\" id=\"kf_savings\" name=\"balance_savings\" min=\"0\" step=\"1\" placeholder=\"$\" \/><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <button type=\"submit\" class=\"aw-kickoff-submit\" id=\"awKickoffSubmit\">Submit<\/button><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"aw-kickoff-status\" id=\"awKickoffStatus\"><\/div>\n<p><!-- [et_pb_line_break_holder] -->    <\/form>\n<p><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] 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