Intake form

Name *

Email address *

What is your current financial situation?

Please select at least one option.

Employed

Self-employed

Unemployed

Retired

Student

What are your financial goals?

Please select at least one option.

Savings

Investments

Debt reduction

Home ownership

Retirement planning

Education funding

Have you previously worked with a financial consultant?

What services are you interested in?

Please select at least one option.

Financial planning

Investment advice

Debt management

Tax planning

Retirement strategies

What is your preferred method of communication?

Please specify your current age range.

What is your approximate annual income?

What is your highest level of education?

Additional questions or comments

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