Tell Us About You
Answer these five questions to help us understand your financial goals.
Please share your investment experience

To better understand your journey, please share your investment experience. Select one of the three options below.

Understanding your assets

Tell us about your liquid investable assets (excluding real estate). This will enable us to understand your needs better.

Understanding your household income

Understanding your household income helps us create a personalized financial plan.

How did you hear about us?
One last question!

What motivated you to reach out to Novel Wealth? Why does now feel like the right time to optimize your finances? Thanks for sharing today.

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