Prospect Form

Full Name

Phone Number

Which of the following best describes you?

Japanese individual or family within 10 years before retirement (or already retired) U.S.–Japan international couple managing finances Japanese business owner in New York Other

Of other, please describe:

Age Range

40 or younger 41–54 55–75 76 or older

Where do you currently live?

U.S. Japan Other

If you live in the US, name the State you reside?

What is your preferred language?

English Japanese Both

What services are you looking for?

Financial Planning Investment Management Cross-Border Planning Taxes Business Accounting & Advisory Other

Where do you expect to retire?

U.S. Japan Unsure

What are your most pressing financial concerns?

Tell us briefly about your story.

Do you currently have a CPA?

Yes No

If yes, tell us about your experience

Do you currently have a financial advisor?

Yes No

If yes, tell us about your experience

Our process works best for clients seeking a long-term partnership and proactive planning. Does that sound like what you’re looking for?

Yes No Unsure

Are you a business owner?

Yes No

If you are a business owner, what state is your business based in?

NY NJ MA Other

What type of entity is your business?

LLC S-Corp C-Corp Sole Proprietor Other

How do you currently handle bookkeeping, payroll, and tax filings?

I do it myself In-house staff Outside CPA/accountant Other

What is your approximate annual revenue?

Under $250k $250k – $1M $1M+

What are the biggest challenges you’re facing in managing your business finances?

How did you hear about us?

ADV Part 2A
Privacy Policy

ADV Part 2A
Privacy Policy

Contact Us

New York
Email Yoshida
212-687-7886