thoughtfulmoney.com
Open in
urlscan Pro
35.215.106.212
Public Scan
URL:
https://thoughtfulmoney.com/
Submission: On August 25 via automatic, source certstream-suspicious — Scanned from US
Submission: On August 25 via automatic, source certstream-suspicious — Scanned from US
Form analysis 3 forms found in the DOM
POST /
<form method="post" enctype="multipart/form-data" id="gform_2" action="/" data-formid="2">
<input type="hidden" class="gforms-pum" value="{"closepopup":false,"closedelay":0,"openpopup":false,"openpopup_id":0}">
<div class="gform-body gform_body">
<div id="gform_fields_2" class="gform_fields top_label form_sublabel_below description_below">
<div id="field_2_1" class="gfield gfield--type-email gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_2_1"><label
class="gfield_label gform-field-label" for="input_2_1">Email<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_email">
<input name="input_1" id="input_2_1" type="text" value="" class="medium" placeholder="Enter your email" aria-required="true" aria-invalid="false">
</div>
</div>
<div id="field_submit" class="gfield gfield--type-submit gfield--width-half field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible" data-field-class="gform_editor_submit_container"
data-field-position="inline" data-js-reload="true"><input type="submit" id="gform_submit_button_2" class="gform-button gform-button--white button gform-button--width-full" value="Go"
onclick="if(window["gf_submitting_2"]){return false;} window["gf_submitting_2"]=true; "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_2"]){return false;} window["gf_submitting_2"]=true; jQuery("#gform_2").trigger("submit",[true]); }"></div>
</div>
</div>
<div class="gform_footer before">
<input type="hidden" class="gform_hidden" name="is_submit_2" value="1">
<input type="hidden" class="gform_hidden" name="gform_submit" value="2">
<input type="hidden" class="gform_hidden" name="gform_unique_id" value="">
<input type="hidden" class="gform_hidden" name="state_2" value="WyJbXSIsIjA0NGM4YTc1NjA3MzQzMDZkY2UzZDZhZDAxMTQ5OWY4Il0=">
<input type="hidden" class="gform_hidden" name="gform_target_page_number_2" id="gform_target_page_number_2" value="0">
<input type="hidden" class="gform_hidden" name="gform_source_page_number_2" id="gform_source_page_number_2" value="1">
<input type="hidden" name="gform_field_values" value="">
</div>
</form>POST /
<form method="post" enctype="multipart/form-data" id="gform_2" action="/" data-formid="2">
<input type="hidden" class="gforms-pum" value="{"closepopup":false,"closedelay":0,"openpopup":false,"openpopup_id":0}">
<div class="gform-body gform_body">
<div id="gform_fields_2" class="gform_fields top_label form_sublabel_below description_below">
<div id="field_2_1" class="gfield gfield--type-email gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_2_1"><label
class="gfield_label gform-field-label" for="input_2_1">Email<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_email">
<input name="input_1" id="input_2_1" type="text" value="" class="medium" placeholder="Enter your email" aria-required="true" aria-invalid="false">
</div>
</div>
<div id="field_submit" class="gfield gfield--type-submit gfield--width-half field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible" data-field-class="gform_editor_submit_container"
data-field-position="inline" data-js-reload="true"><input type="submit" id="gform_submit_button_2" class="gform-button gform-button--white button gform-button--width-full" value="Go"
onclick="if(window["gf_submitting_2"]){return false;} window["gf_submitting_2"]=true; "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_2"]){return false;} window["gf_submitting_2"]=true; jQuery("#gform_2").trigger("submit",[true]); }"></div>
</div>
</div>
<div class="gform_footer before">
<input type="hidden" class="gform_hidden" name="is_submit_2" value="1">
<input type="hidden" class="gform_hidden" name="gform_submit" value="2">
<input type="hidden" class="gform_hidden" name="gform_unique_id" value="">
<input type="hidden" class="gform_hidden" name="state_2" value="WyJbXSIsIjA0NGM4YTc1NjA3MzQzMDZkY2UzZDZhZDAxMTQ5OWY4Il0=">
<input type="hidden" class="gform_hidden" name="gform_target_page_number_2" id="gform_target_page_number_2" value="0">
<input type="hidden" class="gform_hidden" name="gform_source_page_number_2" id="gform_source_page_number_2" value="1">
<input type="hidden" name="gform_field_values" value="">
</div>
</form>POST /
<form method="post" enctype="multipart/form-data" id="gform_3" action="/" data-formid="3">
<input type="hidden" class="gforms-pum" value="{"closepopup":false,"closedelay":0,"openpopup":false,"openpopup_id":0}">
<div class="gform-body gform_body">
<div id="gform_fields_3" class="gform_fields top_label form_sublabel_below description_below">
<div id="field_3_14" class="gfield gfield--type-section gsection field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible" data-js-reload="field_3_14">
<h3 class="gsection_title">Your Contact Details</h3>
</div>
<div id="field_3_5" class="gfield gfield--type-email gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_3_5"><label
class="gfield_label gform-field-label" for="input_3_5">Email Address<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_email">
<input name="input_5" id="input_3_5" type="text" value="" class="large" placeholder="Email Address" aria-required="true" aria-invalid="false">
</div>
</div>
<div id="field_3_7" class="gfield gfield--type-text gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_3_7"><label
class="gfield_label gform-field-label" for="input_3_7">First Name<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_7" id="input_3_7" type="text" value="" class="large" placeholder="First Name" aria-required="true" aria-invalid="false"> </div>
</div>
<div id="field_3_8" class="gfield gfield--type-text gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_3_8"><label
class="gfield_label gform-field-label" for="input_3_8">Last Name<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_8" id="input_3_8" type="text" value="" class="large" placeholder="Last Name" aria-required="true" aria-invalid="false"> </div>
</div>
<div id="field_3_10" class="gfield gfield--type-select gfield--width-half gfield_contains_required field_sublabel_below gfield--has-description field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_3_10"><label
class="gfield_label gform-field-label" for="input_3_10">State/Country of Residency<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_10" id="input_3_10" class="large gfield_select" aria-describedby="gfield_description_3_10" aria-required="true" aria-invalid="false">
<option value="" selected="selected" class="gf_placeholder">State/Country of Residency</option>
<option value="Canada">Canada</option>
<option value="Alabama">Alabama</option>
<option value="Alaska">Alaska</option>
<option value="American Samoa">American Samoa</option>
<option value="Arizona">Arizona</option>
<option value="Arkansas">Arkansas</option>
<option value="California">California</option>
<option value="Colorado">Colorado</option>
<option value="Connecticut">Connecticut</option>
<option value="Delaware">Delaware</option>
<option value="District of Columbia">District of Columbia</option>
<option value="Florida">Florida</option>
<option value="Georgia">Georgia</option>
<option value="Guam">Guam</option>
<option value="Hawaii">Hawaii</option>
<option value="Idaho">Idaho</option>
<option value="Illinois">Illinois</option>
<option value="Indiana">Indiana</option>
<option value="Iowa">Iowa</option>
<option value="Kansas">Kansas</option>
<option value="Kentucky">Kentucky</option>
<option value="Louisiana">Louisiana</option>
<option value="Maine">Maine</option>
<option value="Maryland">Maryland</option>
<option value="Massachusetts">Massachusetts</option>
<option value="Michigan">Michigan</option>
<option value="Minnesota">Minnesota</option>
<option value="Mississippi">Mississippi</option>
<option value="Missouri">Missouri</option>
<option value="Montana">Montana</option>
<option value="Nebraska">Nebraska</option>
<option value="Nevada">Nevada</option>
<option value="New Hampshire">New Hampshire</option>
<option value="New Jersey">New Jersey</option>
<option value="New Mexico">New Mexico</option>
<option value="New York">New York</option>
<option value="North Carolina">North Carolina</option>
<option value="North Dakota">North Dakota</option>
<option value="Northern Mariana Islands">Northern Mariana Islands</option>
<option value="Ohio">Ohio</option>
<option value="Oklahoma">Oklahoma</option>
<option value="Oregon">Oregon</option>
<option value="Pennsylvania">Pennsylvania</option>
<option value="Puerto Rico">Puerto Rico</option>
<option value="Rhode Island">Rhode Island</option>
<option value="South Carolina">South Carolina</option>
<option value="South Dakota">South Dakota</option>
<option value="Tennessee">Tennessee</option>
<option value="Texas">Texas</option>
<option value="Utah">Utah</option>
<option value="U.S. Virgin Islands">U.S. Virgin Islands</option>
<option value="Vermont">Vermont</option>
<option value="Virginia">Virginia</option>
<option value="Washington">Washington</option>
<option value="West Virginia">West Virginia</option>
<option value="Wisconsin">Wisconsin</option>
<option value="Wyoming">Wyoming</option>
<option value="Armed Forces Americas">Armed Forces Americas</option>
<option value="Armed Forces Europe">Armed Forces Europe</option>
<option value="Armed Forces Pacific">Armed Forces Pacific</option>
</select></div>
<div class="gfield_description" id="gfield_description_3_10">Services are currently available only to residents of the US & Canada. </div>
</div>
<div id="field_3_9" class="gfield gfield--type-phone gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_3_9"><label
class="gfield_label gform-field-label" for="input_3_9">Phone Number<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_phone"><input name="input_9" id="input_3_9" type="text" value="" class="large" placeholder="Phone Number" aria-required="true" aria-invalid="false"></div>
</div>
<div id="field_3_3" class="gfield gfield--type-section gsection field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible" data-js-reload="field_3_3">
<h3 class="gsection_title">Your Financial Info & Goals</h3>
</div>
<div id="field_3_11" class="gfield gfield--type-number gfield--width-third gfield_contains_required field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_3_11"><label
class="gfield_label gform-field-label" for="input_3_11">Your Current Age<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_number"><input name="input_11" id="input_3_11" type="text" value="" class="large" placeholder="Your Age" aria-required="true" aria-invalid="false"></div>
</div>
<div id="field_3_12" class="gfield gfield--type-select gfield--width-third gfield_contains_required field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_3_12"><label
class="gfield_label gform-field-label" for="input_3_12">Marital Status<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_12" id="input_3_12" class="large gfield_select" aria-required="true" aria-invalid="false">
<option value="" selected="selected" class="gf_placeholder">Marital Status</option>
<option value="Single">Single</option>
<option value="Married">Married</option>
<option value="Separated/Divorced">Separated/Divorced</option>
<option value="Widowed">Widowed</option>
</select></div>
</div>
<div id="field_3_20" class="gfield gfield--type-select gfield--width-third gfield_contains_required field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_3_20"><label
class="gfield_label gform-field-label" for="input_3_20">Number of Children<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_20" id="input_3_20" class="large gfield_select" aria-required="true" aria-invalid="false">
<option value="" selected="selected" class="gf_placeholder">Number of Children</option>
<option value="0">0</option>
<option value="1">1</option>
<option value="2">2</option>
<option value="3">3</option>
<option value="4">4</option>
<option value="5">5</option>
<option value="6+">6+</option>
</select></div>
</div>
<div id="field_3_24" class="gfield gfield--type-select gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_3_24"><label
class="gfield_label gform-field-label" for="input_3_24">Total net worth (excluding your home)<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_24" id="input_3_24" class="large gfield_select" aria-required="true" aria-invalid="false">
<option value="" selected="selected" class="gf_placeholder">Total net worth (excluding your home)</option>
<option value="Under $250,000">Under $250,000</option>
<option value="$250,000 - $500,000">$250,000 - $500,000</option>
<option value="$500,000 - $1,000,000">$500,000 - $1,000,000</option>
<option value="$1,000,000 - $5,000,000">$1,000,000 - $5,000,000</option>
<option value="$5,000,000 - $10,000,000">$5,000,000 - $10,000,000</option>
<option value="Over $10,000,000">Over $10,000,000</option>
</select></div>
</div>
<div id="field_3_13" class="gfield gfield--type-select gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_3_13"><label
class="gfield_label gform-field-label" for="input_3_13">Money To Invest<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_13" id="input_3_13" class="large gfield_select" aria-required="true" aria-invalid="false">
<option value="" selected="selected" class="gf_placeholder">Money To Invest</option>
<option value="249999">Under $250,000</option>
<option value="500000">$250,000 - $500,000</option>
<option value="1000000">$500,000 - $1,000,000</option>
<option value="5000000">$1,000,000 - $5,000,000</option>
<option value="10000000">$5,000,000 - $10,000,000</option>
<option value="10000001">Over $10,000,000</option>
</select></div>
</div>
<div id="field_3_25" class="gfield gfield--type-select gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_3_25"><label
class="gfield_label gform-field-label" for="input_3_25">What are you *most* interested in talking with an advisor about?<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_25" id="input_3_25" class="large gfield_select" aria-required="true" aria-invalid="false">
<option value="" selected="selected" class="gf_placeholder">What are you *most* interested in talking with an advisor about?</option>
<option value="Managing My Portfolio For Me">Managing My Portfolio For Me</option>
<option value="Creating/Updating A Financial Plan">Creating/Updating A Financial Plan</option>
<option value="Hearing Their Market Outlook">Hearing Their Market Outlook</option>
<option value="Reviewing My Current Portfolio">Reviewing My Current Portfolio</option>
<option value="Other">Other</option>
</select></div>
</div>
<div id="field_3_26" class="gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_3_26" data-conditional-logic="hidden"
style="display: none;"><label class="gfield_label gform-field-label" for="input_3_26">Let us know what you would like to discuss</label>
<div class="ginput_container ginput_container_text"><input name="input_26" id="input_3_26" type="text" value="" class="large" placeholder="Let us know what you would like to discuss" aria-invalid="false" disabled="disabled"> </div>
</div>
<div id="field_3_15" class="gfield gfield--type-textarea gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_3_15"><label
class="gfield_label gform-field-label" for="input_3_15">What are your top financial goals?<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_textarea"><textarea name="input_15" id="input_3_15" class="textarea small" placeholder="What are your top financial goals?" aria-required="true" aria-invalid="false" rows="10"
cols="50"></textarea></div>
</div>
<div id="field_3_27" class="gfield gfield--type-select gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_3_27"><label
class="gfield_label gform-field-label" for="input_3_27">When are you ready to get started?<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_27" id="input_3_27" class="large gfield_select" aria-required="true" aria-invalid="false">
<option value="" selected="selected" class="gf_placeholder">When are you ready to get started?</option>
<option value="Immediately">Immediately</option>
<option value="In the next 3-months">In the next 3-months</option>
<option value="6-12 months">6-12 months</option>
<option value="Not any time soon">Not any time soon</option>
</select></div>
</div>
<div id="field_3_19" class="gfield gfield--type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_3_19">
<p style="margin-bottom: -10px;">Which objective is most <strong>most</strong> important to you?</p>
</div>
<fieldset id="field_3_16" class="gfield gfield--type-radio gfield--type-choice gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_visible"
data-js-reload="field_3_16">
<legend class="gfield_label gform-field-label">Investment Priorities<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_3_16">
<div class="gchoice gchoice_3_16_0">
<input class="gfield-choice-input" name="input_16" type="radio" value="Preserve my capital (more conservative)" checked="checked" id="choice_3_16_0" onchange="gformToggleRadioOther( this )">
<label for="choice_3_16_0" id="label_3_16_0" class="gform-field-label gform-field-label--type-inline">Preserve my capital (more conservative)</label>
</div>
<div class="gchoice gchoice_3_16_1">
<input class="gfield-choice-input" name="input_16" type="radio" value="Grow my assets responsibly (still prudent, but involves more risk)" id="choice_3_16_1" onchange="gformToggleRadioOther( this )">
<label for="choice_3_16_1" id="label_3_16_1" class="gform-field-label gform-field-label--type-inline">Grow my assets responsibly (still prudent, but involves more risk)</label>
</div>
</div>
</div>
</fieldset>
<div id="field_3_21" class="gfield gfield--type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_3_21" data-conditional-logic="visible">
<p style="margin-bottom: -10px;">Are you already set on being matched with a specific advisor?</p>
</div>
<div id="field_3_17" class="gfield gfield--type-select gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_3_17"
data-conditional-logic="visible"><label class="gfield_label gform-field-label" for="input_3_17">Do you already know which of our recommended advisors you’d like to be connected with?<span class="gfield_required"><span
class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_17" id="input_3_17" class="large gfield_select" aria-required="true" aria-invalid="false" data-conditional-logic="visible">
<option value="" selected="selected" class="gf_placeholder">Do you already know which of our recommended advisors you’d like to be connected with?</option>
<option value="No, please match me based on my answers above" selected="selected">No, please match me based on my answers above</option>
<option value="New Harbor">New Harbor</option>
<option value="Lance Roberts/RIA Advisors">Lance Roberts/RIA Advisors</option>
<option value="I'd like to be connected with both New Harbor & Lance Roberts/RIA">I'd like to be connected with both New Harbor & Lance Roberts/RIA</option>
</select></div>
</div>
<div id="field_3_22" class="gfield gfield--type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_3_22"><br></div>
<fieldset id="field_3_18" class="gfield gfield--type-checkbox gfield--type-choice gfield_contains_required field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_3_18">
<legend class="gfield_label gform-field-label gfield_label_before_complex">Acknowledgement<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></legend>
<div class="ginput_container ginput_container_checkbox">
<div class="gfield_checkbox" id="input_3_18">
<div class="gchoice gchoice_3_18_1">
<input class="gfield-choice-input" name="input_18.1" type="checkbox"
value="I confirm the provision of the disclosure documents below. Thoughtful Money has my permission to send the information I entered above with financial advisors it deems appropriate. (Required)" id="choice_3_18_1">
<label for="choice_3_18_1" id="label_3_18_1" class="gform-field-label gform-field-label--type-inline">I confirm the provision of the disclosure documents below. Thoughtful Money has my permission to send the information I entered above
with financial advisors it deems appropriate. (Required)</label>
</div>
</div>
</div>
</fieldset>
<div id="field_3_23" class="gfield gfield--type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_3_23">
<ul class="formdisclosures">
<li><a href="https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf" target="_blank">Thoughtful-Money-Disclosure-Document</a></li>
<li><a href="https://thoughtfulmoney.com/wp-content/uploads/2024/01/Thoughtful-Money-ADV-Part-2A.pdf" target="_blank">Thoughtful Money ADV Part 2A</a></li>
</ul>
</div>
</div>
</div>
<div class="gform_footer top_label"> <input type="submit" id="gform_submit_button_3" class="gform_button button" value="Submit" onclick="if(window["gf_submitting_3"]){return false;} window["gf_submitting_3"]=true; "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_3"]){return false;} window["gf_submitting_3"]=true; jQuery("#gform_3").trigger("submit",[true]); }">
<input type="hidden" class="gform_hidden" name="is_submit_3" value="1">
<input type="hidden" class="gform_hidden" name="gform_submit" value="3">
<input type="hidden" class="gform_hidden" name="gform_unique_id" value="">
<input type="hidden" class="gform_hidden" name="state_3"
value="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">
<input type="hidden" class="gform_hidden" name="gform_target_page_number_3" id="gform_target_page_number_3" value="0">
<input type="hidden" class="gform_hidden" name="gform_source_page_number_3" id="gform_source_page_number_3" value="1">
<input type="hidden" name="gform_field_values" value="">
</div>
<input type="hidden" name="pum_form_popup_id" value="227">
</form>Text Content
✕ * Our Services * Content * Newsletter * About * Free Consultation * Menu Menu * Substack * Youtube * Twitter * LinkedIn FUND YOUR LIFE GOALS Get your free consultation with one of our endorsed financial advisors Email(Required) Founder Adam Taggart featured on: YOUR WEALTH = OUR #1 FOCUS WE HELP YOU FIND THE RIGHT ADVISOR Today’s environment is one of the most challenging ever for “regular” investors: inflation, high interest rates, volatile financial markets, unstable banks & geopolitical threats — just to name a few. Are you just trying to figure out how to protect your family’s financial future from these risks — and hopefully grow your wealth, too — without becoming collateral damage to market events? We sure think that should be your focus. It’s certainly ours. And for most people, we think a best practice for prudent wealth building is to recruit the expertise of a high-quality professional financial advisor who can create & execute a personalized investment strategy for you. If you’re having trouble finding a good advisor, then consider scheduling a consultation — for free, with no obligations — with one of the advisors who meets our high standards of excellence. SCHEDULE YOUR ADVISOR CONSULTATION NOW Absolutely free. Absolutely no obligation. Email(Required) ACTIONABLE INSIGHTS From the top minds in money & the markets View All Videos « Prev 1 / 40 Next » Stocks Likely To Be On A "Choppy Road To Nowhere" Until Election | Lance Roberts & Adam Taggart Credit, Not Stocks, May Be The Better Investment From Here | Steven Bavaria "Way Too Much Is Priced Into This Market" | Mike 'Mish' Shedlock Stephanie Pomboy & Grant Williams: Investors Need To Realize Change Is Upon Us « Prev 1 / 40 Next » IMPORTANT NOTICE ON INVESTING There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, and money market funds involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance. Home | Newsletter | Contact | In The Media * * * * Thoughtful Money LLC is a Registered Investment Advisor Solicitor. We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such. We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor in good standing with the Financial Industry Regulatory Authority (FINRA) who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance. Copyright © 2024 Thoughtful Money LLC | Privacy Policy | Terms & Conditions Scroll to top FREE CONSULTATION Filling out the below will enable us to schedule your consultation. YOUR CONTACT DETAILS Email Address(Required) First Name(Required) Last Name(Required) State/Country of Residency(Required) State/Country of ResidencyCanadaAlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific Services are currently available only to residents of the US & Canada. Phone Number(Required) YOUR FINANCIAL INFO & GOALS Your Current Age(Required) Marital Status(Required) Marital StatusSingleMarriedSeparated/DivorcedWidowed Number of Children(Required) Number of Children0123456+ Total net worth (excluding your home)(Required) Total net worth (excluding your home)Under $250,000$250,000 - $500,000$500,000 - $1,000,000$1,000,000 - $5,000,000$5,000,000 - $10,000,000Over $10,000,000 Money To Invest(Required) Money To InvestUnder $250,000$250,000 - $500,000$500,000 - $1,000,000$1,000,000 - $5,000,000$5,000,000 - $10,000,000Over $10,000,000 What are you *most* interested in talking with an advisor about?(Required) What are you *most* interested in talking with an advisor about?Managing My Portfolio For MeCreating/Updating A Financial PlanHearing Their Market OutlookReviewing My Current PortfolioOther Let us know what you would like to discuss What are your top financial goals?(Required) When are you ready to get started?(Required) When are you ready to get started?ImmediatelyIn the next 3-months6-12 monthsNot any time soon Which objective is most most important to you? Investment Priorities(Required) Preserve my capital (more conservative) Grow my assets responsibly (still prudent, but involves more risk) Are you already set on being matched with a specific advisor? Do you already know which of our recommended advisors you’d like to be connected with?(Required) Do you already know which of our recommended advisors you’d like to be connected with?No, please match me based on my answers aboveNew HarborLance Roberts/RIA AdvisorsI'd like to be connected with both New Harbor & Lance Roberts/RIA Acknowledgement(Required) I confirm the provision of the disclosure documents below. Thoughtful Money has my permission to send the information I entered above with financial advisors it deems appropriate. (Required) * Thoughtful-Money-Disclosure-Document * Thoughtful Money ADV Part 2A × Notifications