Before We Schedule

A few quick questions to help me prepare for our conversation.

Takes about a minute. You’ll only pick a time if it makes sense.

Age Range
Rough range is fine
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Which best describes your situation?
Rough household investable assets.
Approximate investable assets (rough range is fine)
What feels heaviest right now?
Select one that resonates the most with you.
Please share your thoughts.
This field is required.

This information just helps me prepare. Nothing is shared or used for marketing.

Unleashed Financial LLC

Unleashed Financial, LLC is a registered investment advisor in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

Unleashed-Financial-LLC-ADV-Part2A-2025-03-04

Jason Preti, CFP®
Unleashed Financial LLC
Fiduciary