New Client Waitlist | Cassandra Smalley Wealth Management

Cassandra Smalley Wealth Management

Fee-Only · Fiduciary · Women & Families

2 Spots Remaining

Next onboarding opens January 2027. Submit your information below to reserve your place on the waitlist.

New Client Waitlist

To ensure a continued high level of service for existing clients, we are not onboarding new clients at this time. If you are interested in becoming a client, you can add your information to our waitlist here and we will reach out to schedule an Introductory Meeting. The next expected New Client Onboarding will begin in January 2027. Two spaces remain for our next available onboarding in January.

Please note: Completing this form does not guarantee placement or create a client relationship. All information shared is kept strictly confidential and used solely to evaluate fit.
Your Contact Information
Partner / Spouse Information if applicable
Financial Snapshot
Investment Account Types in Your Household select all that apply

Help us understand your current account landscape so we can hit the ground running when we connect.

Primary Financial Goals select all that apply
Current Advisory Relationship

The more context you share, the better we can understand where you are coming from. There are no wrong answers here!

What Brought You Here

This is one of the most important questions we ask - your answer helps us understand where you are in your journey and how we can best support you.

A Little More About You

The more specific you are, the more prepared we will be when we connect.

Think of this as your chance to tell us anything that matters to you - family dynamics, life transitions, values around money, or anything else that would help us show up prepared and ready to truly listen.

Stay Connected
Fee Schedule Acknowledgment

Transparency is a core value at Cassandra Smalley Wealth Management. Before we connect, we ask that you take a few moments to review our fee schedule so we can make sure our services and pricing align with your expectations.

By submitting this form, I consent to being contacted by Cassandra Smalley Wealth Management regarding my waitlist inquiry. I understand that submitting this form does not create a client relationship or guarantee onboarding. All information is kept strictly confidential and used solely to evaluate fit.

This form is for informational purposes only and does not constitute financial advice or establish an advisory relationship.
Cassandra Smalley Wealth Management · cassandrasmalley.com