Discover if you’re ready to retire.
Answer a few quick questions to see if we’re a good fit. If so, we’ll book a complementary introductory call so we can get to know each other.
Three steps. About 5 minutes.
A simple, low-pressure way to find out if we’re a good fit before we book our call.
Answer a few questions
I’ll ask you a few short questions on video. Each question is either multiple choice or a short, typed answer.
We review your responses
Based on your answers, we’ll connect you to the person on our team that’s the best fit for your needs.
Schedule your intro call
If we’re a good fit, you’ll schedule a free introductory call with Patrick or another Prana Wealth team member.
We work best with people who…
If most of those sound like you, please go ahead and fill out the form above.
Patrick King, CFP®
Frequently asked questions
What happens after I fill out the form?
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Based on your responses to our questions, we’ll connect you with the right Prana Wealth team member’s calendar so you can immediately book your free 30-minute introductory call.
Are there any costs associated with the introductory call?
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Absolutely not. Our 30-minute call is free, there’s no obligation to work with us, and there’s never any high-pressure sales follow up.
How long does the form take?
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Most people complete it in about 5 minutes. There are no trick questions and no required fields beyond the basics. You can also save your progress and come back.
What if I’m not ready to retire yet?
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That’s actually the best time to start. We work most often with people in the 5 years before and after retirement — and the earlier in that window we connect, the more options you have for tax planning, Roth conversions, and Social Security timing.
