Intake form

Name *

Email address *

What is your primary financial goal?

Please select at least one option.

Saving for retirement

Buying a home

Investing in stocks

Building an emergency fund

Paying off debt

How do you currently manage your finances?

What type of financial tools are you interested in?

Please select at least one option.

Budgeting tools

Investment trackers

Debt repayment calculators

Retirement planning

Tax preparation tools

What is your preferred method of communication?

What is your experience level with financial planning?

What challenges do you face in managing your finances?

Additional questions or comments

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