Intake form

Name *

Email address *

What is your current financial situation?

Please select at least one option.

Employed

Self-employed

Unemployed

Retired

Student

What financial goals do you aim to achieve?

Please select at least one option.

Debt reduction

Savings increase

Investment

Retirement planning

Financial literacy

How did you hear about us?

Have you previously worked with a financial consultant?

What is your preferred method of communication?

Please select at least one option.

Email

Phone

Video call

In-person meeting

What is your location?

Additional questions or comments

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