Intake form

Name *

Email address *

What is your primary financial goal?

Please select at least one option.

Retirement savings

Investment growth

Debt reduction

Home purchase

Emergency fund

How did you hear about us?

What services are you interested in?

Please select at least one option.

Financial consulting

Investment management

Retirement planning

Wealth management

Tax planning

What is your current level of financial literacy?

What is your preferred method of communication?

Please select at least one option.

Email

Phone

Video call

In-person meeting

Please provide your current financial situation (optional).

Additional questions or comments

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