New clients
Five questions before we meet
So the first conversation starts somewhere useful instead of at the beginning. Takes about a minute, nothing is stored until you send it, and answering is not a commitment to anything.
New clients
Five questions before we meet
So the first conversation starts somewhere useful instead of at the beginning. Takes about a minute, and you can skip to the form at any point.
Where are you right now?
Pick the closest one.
What brought you here now?
Choose as many as apply.
Roughly what do you have invested?
A ballpark is fine. It tells us which options are realistic, nothing more.
What would you like help with?
Choose as many as apply.
How do you like to work with an advisor?
There's no wrong answer. It just tells us how much detail you want.
Here's what you told us
Send it over and Jeff will read it before your first call. You can edit anything in the form below.
Start a conversation
Talking about money can be uneasy. Tell us as much or as little as you like — a first message is not a commitment.
Good fortune is what happens when opportunity meets with planning.Thomas Edison
- Office1760 Abbey Rd, Suite 200
East Lansing, MI 48823 - Phone(517) 275-1000
- Emailjh@acefinancialadvisors.com
- HoursMonday to Friday, 9:30am – 4:00pm ET
- Where we workAcross greater Lansing and mid-Michigan — East Lansing, Okemos, Haslett, DeWitt, Grand Ledge, Mason, Holt, Williamston, St. Johns and Charlotte. In the office, at your kitchen table, or by video.