Intake form

Name *

Email address *

What type of financial service are you interested in?

Please select at least one option.

Investment advice

Tax planning

Debt management

Financial planning

Retirement planning

What is your current financial situation?

What are your primary financial goals?

Please select at least one option.

Saving for retirement

Buying a home

Paying off debt

Building an emergency fund

Investing for growth

How did you hear about us?

Do you have any previous experience with financial advisors?

What is your preferred method of communication?

Please select at least one option.

Email

Phone

In-person meeting

Video call

Are you looking for ongoing support or a one-time consultation?

What is your estimated budget for financial services?

What is your age group?

Please provide any additional information or specific questions you have.

Additional questions or comments

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