Vega Financial LLC


Email: Tyson@vega-financial.com

Phone: 206-883-8342

Welcome to Vega Financial LLC


Your input will assist us in gaining important insight into your current situation.

With that insight, we will be better prepared for our upcoming meeting.


When you are ready, click the next button below.


Anonymous 
 
 
 
 
 
 
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Copy address from
Yes
No
 
Yes
No
 
 
Nothing
1% to 5%
6% to 10%
10% to 20%
More than 20%
 

If you aren't working toward anything specific, you're more likely to spend more than you should and come up short when an unexpected situation arises. Please select below the goals that you're interested in for each time period.


Eliminate or reduce my debt
Make a major purchase
Invest more
Save for retirement
Save for a special event/occasion
 
Eliminate or reduce my debt
Make a major purchase
Invest more
Save for retirement
Save for a special event/occasion
 
Eliminate or reduce my debt
Make a major purchase
Invest more
Save for retirement
Save for a special event/occasion
 

Click here to add information related to your spouse or partner.

Your household
0
1
2
3
4+
 
0
1
2
3
4+
 
n/a
up to $75,000
$75,000 to $150,000
$150,000 to $200,000
$200,000 to $250,000
more than $250,000
 
n/a
up to $150,000
$150,000 to $200,000
$200,000 to $300,000
$300,000 to $500,000
more than $500,000
 
n/a
up to $100,000
$100,000 to $150,000
$150,000 to $250,000
$250,000 to $500,000
more than $500,000
 
up to $150,000
$150,000 to $250,000
$250,000 to $500,000
$500,000 to $750,000
$750,000 to $1,000,000
more than $1,000,000
 

Vega Financial LLC


Email: Tyson@vega-financial.com

Phone: 206-883-842

Thank you for taking the time to complete this questionnaire.


I will be in touch once I have a chance to review it.


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Vega Financial, LLC
tyson@vega-financial.com
+1 425-681-1254
1Welcome2Personal3Household