Matching Progress
Step — of 7
Find Your Match

We're going to ask you
the right questions.

Most platforms ask where you live and how much you have. We ask what you're actually trying to solve — because that determines which professionals align with your situation.

7–10 minutes
No account required
One introduction at a time.
Limited Pilot

Pilot matching fee: $1 $99

You're accessing TrustedAdvisorMatch during our invite-only pilot. The matching fee is $1 — the full experience, at pilot pricing. Our methodology identifies up to three professionals whose experience and credentials align with your stated needs — you choose who to connect with.

Step 1 of 7 — Your Situation

Let's start with where you are right now.

There are no right or wrong answers. We're building a picture of your situation — not judging it.

Rest assured — your information is shared only with your matched advisor and no one else.

Your age range
Under 40
40 – 50
51 – 60
60 or older
Your current stage
Building and growing wealth
Approaching retirement (5–10 years out)
In a significant transition — career, business, or family
Retired or recently retired
Your work situation
Employed (W-2) full-time
Employed (W-2) part-time
Self-employed
Currently unemployed
Retired
Step 2 of 7 — What Brought You Here

What's prompting your search for an advisor right now?

Select all that apply. Knowing what's driving this helps us find someone who has navigated this with clients before.

Switching advisors — looking for a better fit
Retirement planning
Business sale or exit planning
Inheritance or significant windfall
Equity compensation event — IPO, options vesting, RSU liquidity
Divorce or major life transition
Loss of a spouse or partner
Estate or legacy planning
Second opinion on my current situation or advisor
First time working with a financial advisor
Getting more organized — I know I need a plan
Step 3 of 7 — Financial Picture

Help us understand your financial situation.

Ranges only — no exact numbers. These questions change who is right for you, not just where you fall on a spectrum.

✦

Why we ask: An advisor who specializes in business succession is the wrong fit for someone primarily planning retirement income. These questions let us match on substance.

Investable assets — retirement accounts, investments, savings (not your home)
Under $250K

TrustedAdvisorMatch serves investors with $250,000 or more in investable assets.

If your assets are currently under $250K, TrustedAdvisorMatch may not be the right fit. You're welcome to continue, but we want to be upfront about who our network is built to serve.

$250K – $500K
$500K – $1M
$1M – $2M
$2M – $5M
$5M+
Do you own a business, either fully or partially?
Do you have equity compensation — stock options, RSUs, ESOP, or carried interest?
Do you have a concentrated position — a single stock representing more than 20% of your investable assets?
Where are you in the process of finding an advisor?
Do you have significant real estate holdings beyond your primary home?
Do you have income, assets, or property in more than one state?
Are you currently going through a divorce or recent separation?
Step 4 of 7 — Planning Complexity

A few more questions about your planning picture.

"Not sure" is a completely valid answer — and often the most useful one, because it tells us where you need guidance.

Do you have or anticipate needing a will, trust, or estate plan?
Do you work with a CPA, attorney, or other professionals you'd want your advisor to coordinate with?
Do you have meaningful tax complexity — self-employment, K-1 income, business income, or stock compensation?
Are you concerned about long-term care costs — for yourself or a family member?
Do you have a family member with special needs who factors into your financial planning?
Is charitable giving a meaningful part of your financial picture — or something you'd like to incorporate?
Step 5 of 7 — What Matters to You

What matters most in an advisory relationship?

This is where most platforms stop asking. We don't. What you want shapes who we match you with — not just what's available.

How involved do you want to be in investment decisions?
Fully involved — I want to understand every decision
Collaborative — I want input but not to manage it myself
Hands-off — I want to delegate and trust the process
What are you looking for?
Comprehensive — someone to manage my full financial picture
Focused — expertise in a specific area I'm navigating right now
Second opinion — I have an advisor but want an independent perspective
Not sure yet — I'm still figuring out what I need
Meeting preference
In person, locally
Virtual is fine
No preference
Have you worked with a financial advisor before?
Areas where you most need help (select all that apply)
Investment management
Tax planning & strategy
Estate & legacy planning
Business planning & exit
Retirement income planning
Executive comp & equity
Insurance & risk management
Long-term care planning
Multi-state & property holdings
Special needs planning
Divorce & financial transition
Concentrated position management
Charitable & legacy giving
Medical professional planning
Federal employee & military benefits planning
Step 6 of 7 — In Your Own Words

Two questions we genuinely want your answers to.

Your answers go directly to your matched advisor before they reach out. They won't just know you filled out a form — they'll know what you're actually navigating. That's what makes the first conversation different.

What's the specific challenge or decision that brought you here?
A sentence or two is enough. The more specific you are, the more precisely we can align you with relevant professionals. 0 / 500
A year from now — if this introduction leads to an ongoing advisory relationship — what would you hope is different about your financial life?
This helps your advisor understand what they're actually being asked to accomplish for you. 0 / 500
Step 7 of 7 — Your Contact

Last step — where should we send your introduction options?

Your contact information goes only to the professional you choose to connect with — never sold, never shared without your explicit approval.

Your Match Profile

Here's what we captured.

Review what you've shared. Our methodology uses this to identify professionals whose experience and credentials align with your stated needs. The professionals you connect with will receive this summary before they reach out.

Your Profile
Pilot Pricing Active

Matching fee summary

TrustedAdvisorMatch verification-backed matching$99.00
Pilot discount− $98.00
Introduction to one professional of your choosingIncluded
Re-match within 30 days if neededIncluded
Pilot matching fee$1.00

What happens next: After payment, you will be presented with three professionals whose experience and credentials align with your stated needs. Review their profiles and approve information sharing with the one that feels right. The professional you select has 2 business days to respond. If they do not respond, return to review your remaining options at no additional charge.

No charge has been applied. Based on your indicated asset level, TrustedAdvisorMatch is not the right fit at this time. Our network is built to serve clients with $250,000 or more in investable assets. If your situation changes, we welcome you to return.
TrustedAdvisorMatch, LLC is a verification and introduction platform. It is not an investment adviser, broker-dealer, or regulatory body. Credentials are confirmed through publicly available regulatory and credentialing sources in accordance with TrustedAdvisorMatch professional standards. Verification does not constitute an endorsement of any advisor's services, advice, investment performance, or professional competence. TrustedAdvisorMatch does not supervise or participate in any advisory relationship. © 2026 TrustedAdvisorMatch, LLC.