60-Second Qualifier

See if you're a fit to work with Wally

We only work with a handful of new households each quarter. Answer 5 quick questions so we can see if our tax-saving strategies make sense for your situation. If you're a fit, you'll get instant access to Wally's calendar.

Question 1 of 5

What's your approximate household income?

Under $150,000 $150,000 – $250,000 $250,000 – $500,000 $500,000 – $1M Over $1M Not sure / prefer not to say

How much in investable assets / liquid net worth do you currently have?

Under $100,000 $100,000 – $500,000 $500,000 – $1M $1M – $5M Over $5M Not sure / prefer not to say

Roughly how much did you pay in federal income tax last year?

Less than $25,000 $25,000 – $75,000 $75,000 – $200,000 Over $200,000 I'm not sure

Which best describes your situation?

Business owner / self-employed High-income executive (W-2) Professional (doctor, lawyer, etc.) Pre-retiree (within 10 years) Already retired Other

How soon are you looking to take action on tax planning?

Now — I want to lower this year's tax bill In the next 3 months 6–12 months Just exploring

Where should we send your results?

If you qualify, you'll be taken straight to Wally's calendar on the next screen.

First name Last name Email Phone (optional)

By submitting, you agree to receive emails and/or calls from Darling Financial Group regarding your inquiry. We never sell your information.

🔒 Your answers are private and used only to assess fit.