Intake form

Name *

Email address *

What financial topics are you interested in?

Please select at least one option.

Investing

Retirement Planning

Tax Strategies

Debt Management

Savings Plans

Insurance Options

How would you describe your current financial knowledge?

What is your primary financial goal?

What resources do you prefer for financial information?

Please select at least one option.

Articles

Webinars

Podcasts

E-books

Online Courses

Have you previously invested in financial products?

What is your preferred method of communication?

Please select at least one option.

Email

Phone Call

Video Conference

In-Person Meeting

What challenges do you face in managing your finances?

Additional questions or comments

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