Appointment Request Form

Yes, I'm interested in scheduling an initial consultation about my financial future with Rich Chambers, a Certified Financial Planner and NAPFA-Registered Financial Advisor, or Julie Schatz a Certified Financial Planner and NAPFA-Registered Financial Advisor, or Jennifer Cray,  a Certified Financial Planner. Our initial consultations are working planning sessions lasting 2 to 3 hours.

Please note - this Request Form does not work correctly with all versions of FireFox.

The following information provided is completely confidential and is used only for confirming your appointment with Investor's Capital Management, LLC.
Please see our Privacy Policy.

Please provide the following contact information or just call 650-323-4706:

Name
Day Phone -- 555-432-1987
Evening Phone -- 555-432-1988
E-mail -- planner@email.com

Sex Male Female
Are you interested in ...

 

Managed Account
Cookbook Investing
Financial Review
Planning by Retainer
Not sure
Who would you like to meet with?

 

Rich Chambers, CFP®®
Julie Schatz, CFP®
Jennifer Cray, CFP®
Not sure

Age Range

How did you hear about us?  

Please tell us briefly what's motivating your consultation request:

Available appointments are usually within two or three weeks.
Office hours are 9:30am to 4pm.
The office is located in Menlo Park, CA; directions will be sent with the appointment confirmation.

What time would you prefer an appointment?

-- hh:mm am/pm

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Revised: February 14, 2008