Intake form

Name *

Email address *

What is your primary financial goal?

Please select at least one option.

Budgeting smarter

Earning passive income

Investing

Saving for retirement

Debt reduction

What areas of personal finance are you interested in?

Please select at least one option.

Budgeting tools

Investment strategies

Savings plans

Debt management

Financial education

How would you prefer to engage with our services?

What is your preferred method of receiving information?

What is your current level of financial knowledge?

What challenges are you currently facing in managing your finances?

Additional questions or comments

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