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  • Services
    • Financial Planning
      • Financial Advisors in Baltimore
      • Financial Advisors Vienna VA
      • Financial Advisors Tysons
      • Financial Advisors Maryland
      • Financial Advisors Washington DC
    • Crypto
    • Sovereign Robo
    • Retirement Planning
      • Retirement Income Planning Tysons Corner VA
      • Retirement Income Planning McLean VA
      • Retirement Income Planning Vienna VA
      • Retirement Income Planning Potomac Maryland
    • Insurance Planning
      • Medicare with Confidence
    • ​Notary Services
    • Estate Planning
    • Education Planning
    • Investment Management
    • Tax Planning
  • About Us
    • Our Mission Statement
    • Our Custodians
    • Meet Our Team
    • Our History
  • Blog
  • CLIENT ACCESS
  • Payment

Let’s create a personal financial plan!

To help you reach your financial goals, first please provide some information about yourself.
Please answer these questions so that we could personalize our estimates of your financial goals. In addition, we provide a complimentary initial consultation to further clarify your personal financial goals and help set you on your way toward a prosperous financial future.

To start creating your financial plan, please provide us with some basic information about yourself:

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What is Current Gross Income?


Gross income can be determined as the sum of a household's or individual's salaries, wages, profits, interest payments, rents, or any other form of earnings, before any taxes or deductions.
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Sovereign Wealth Management, LLC is a registered investment adviser located in Vienna, VA. Sovereign Wealth Management, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. DISCLAIMER