Intake form

Name *

Email address *

What are your primary financial goals for 2025?

Please select at least one option.

Saving for retirement

Buying a home

Starting a business

Investing in stocks

Paying off debt

Building an emergency fund

What is your current financial situation?

How do you prefer to receive financial advice?

Please select at least one option.

Email

Phone

Video call

In-person consultation

Text message

What financial challenges are you currently facing?

Have you previously worked with a financial advisor?

What is your preferred method of communication?

What is your age range?

Are you interested in any specific financial services?

Please select at least one option.

Investment planning

Tax planning

Retirement planning

Debt management

Budgeting

Estate planning

Additional questions or comments

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