Pre Consultation Request Form
Thank you for the trust and confidence you have placed in Seneschal Advisors, LLC by scheduling an Initial Consultation. The purpose of an Initial Consultation is to determine if there is a good fit between your needs and our services. Accordingly, you will not be charged for the time we spend together.
In addition to basic contact information, the information you provide will help us respond more directly to your questions and concerns as well as comply with regulatory requirements. Please take a few minutes to review and respond.
Rest assured that the information you provide in this Information Request will be used only for the purpose of determining if there is a good fit between us. All information will be kept confidential.For your information, a copy of Seneschal Advisors, LLC Privacy Notices can be viewed here.
Please provide the following information so that we can communicate in accordance with your preferences: