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VALTRION
Capital Management
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What would you like your advisor to help you with? (Select all that apply – Optional)
Investment Management
Portfolio Review
Financial Planning
Concentrated Stock Planning
Liquidity Event Planning
Estate Planning
Why are you looking for an advisor now? (Select all that apply – Optional)
Recent Liquidity Event
Equity Compensation Complexity
Portfolio Review
Need a More Disciplined Investment Strategy
Unhappy With Current Advisor
Retirement or Financial Independence Planning
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Do you currently work with a financial advisor?
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Yes, and I am looking for a second opinion
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When would you like to improve your financial strategy? (Optional)
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Within the next year.
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What is your biggest investment challenge today? (Select all that apply – Optional)
Portfolio Construction
Concentrated Stock Risk
Retirement Planning
Tax-Efficient Investing
Liquidity Planning
Market Volatility
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