Your inquiry may be best handled by a human financial advisor who can recommend specific guidance for your situation. In order to connect you with the right one, we will collect some information from you.

You’re a superstar financial investigator! We hope this initial line of prompts and responses has helped you feel more confident about your money and set you up on a path towards success.

The next step in our conversation is to gather some specific information so that we can connect you with the most appropriate financial advisor on our team. Your information is only shared with the financial advisor you choose, it is never shared or sold.

What is your email address?

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What is your name?

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What year were you born? Financial needs evolve throughout life.

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In what ZIP code do you reside? We’ll show professionals who can serve you.

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What is your profession? Certain fields call for specialized advice.

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What is your phone number? Your information is only shared with the financial pros with whom you choose to work and is never sold.

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Which professional services are you interested in? You are always in control of what engagements you book.

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What is your partnership status? Marital status can contribute to financial complexity.

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Phew. We’re halfway done. Do you discuss finances with your parents, children or other family generations? This helps us find pros who specialize in estate planning.

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Do you have any children for whom you are financially responsible? This helps us anticipate your planning needs.

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How old are your children? This helps us anticipate your planning needs.

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Do you own your home? Homeownership can be an integral part of financial planning.

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Do you own a business? Business owners manage additional monetary complexity.

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What is your household income? Our professionals can craft custom financial plans at any asset level.

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What are your estimated investable assets? Our professionals can craft custom financial plans at any asset level.

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What is your current household debt (excluding mortgage)? Debt management is appropriate in all financial plans.

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What are the sources of your household debt? Debt management is appropriate in all financial plans.

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Check all of the following that are very important to you.

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How confident do you feel about your current financial situation?

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How comfortable are you with investing?

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Thank you. That concludes the data collection.


Responses displayed by Woodson are automatically generated by a language generation algorithm. Text displayed here is solely intended to match users with a qualified professional and produce conversation-starting questions for that professional to assist in a one-on-one setting.

No part of this text should be construed as financial or investment guidance. Woodson is not a substitute for recommendations given by a financial professional. Woodson does not provide investment recommendations.

The chatbot is AI-generated and intended to generate financial ideas which can then be discussed with a human advisor. While efforts have been made to ensure the accuracy and appropriateness of the responses, errors may occur. Like other AI technologies, it has limitations such as its lack of awareness of the world and events occurring after 2021. It is also unable to offer comprehensive insights and lacks the inherent common sense that a human possesses, along with other constraints. If you notice any inadequate or inappropriate responses, please notify us immediately. Remember, investing carries inherent risks and past performance is not indicative of future results.