Intake form

Name *

Email address *

What type of financial advice are you seeking?

Please select at least one option.

Debt management

Savings strategies

Investment guidance

Budgeting techniques

Financial planning

What is your current level of financial knowledge?

How did you hear about us?

What is your primary financial goal?

Please select at least one option.

Reduce debt

Increase savings

Invest for retirement

Build an emergency fund

Plan for a major purchase

What is your preferred method of communication?

Please describe your current financial situation.

Additional questions or comments

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