Discovery, A Private Assessment with Sean Kiani

Your full name *

Your age *

Your email address *

Your phone number and best time to call *

Where are you based? *

What best describes your current situation? *

Select all that apply.

I run or own a businessI am a company directorI am employed or a professionalI am approaching or in retirementI am already retiredI am dealing with an insolvency or debt situationI am concerned about my estate and what I leave behindI am at a significant crossroads and need to think clearly

Are you married or in a long-term relationship? *

YesNoSeparated or recently divorced

Do you have dependants? *

Yes, children under 18Yes, adult childrenYes, other dependantsNo

Is your partner or spouse aware of the financial concerns or pressures you are currently facing? *

Yes, they are fully awareThey are aware but do not know the full pictureNo, I have kept this from themI do not have a partner

Is there anything about your health or personal circumstances that has affected your financial situation or your ability to engage with it?

Examples might include a serious illness, a period of mental health difficulty, a significant personal setback, or a learning difference. You do not have to share anything you are not comfortable with. But if it is relevant, Sean wants to know so he can work with you in the right way.

Before we speak, tell me where you are.

Who you are

Already know it is time to talk?