Your Future Starts Here... Let's get to know you better. After completing this form, an advisor from the Almega team will reach out to schedule a call with you. "*" indicates required fields Email*Let's start with your email address: Name*Ok, now what about your name? First Last Phone*What is the best phone number to reach you at during the day?Contact Method*How would you prefer we contact you? Phone Email Zip Code*What area are you from?Are you currently working with a Financial Advisor? YES NO Who is your current Financial Advisor? Have you worked with Financial Advisor before? YES NO Do you fit any of these categories? Business Owner C-Suite Exec Professional (Doctor, Lawyer, etc.) Widow / Widower Retired Are you familiar with our Wealth Management Process?* YES NO What is your investing experience?* Novice Intermediate Experienced Investable Assets*Tell us a little about your assets so we can best assign services to your unique needs. Less than $1 million $1 - $5 million $5 - $10 million $10 - $25 million More than $25 million How did you hear about us?Choose as many as you'd like Attorney / CPA Referral NAPFA / DFA Referral Client Referral Other Referral Web / Social Media How often do you read our blog, Insights? Never Weekly 2-3x Monthly Monthly Why did you reach out?What is your motivation for getting in touch with us?CommentsThis field is for validation purposes and should be left unchanged.