Intake form

Name *

Email address *

What is your current financial situation?

Please select at least one option.

Employed

Self-employed

Unemployed

Student

Retired

What financial goals are you aiming to achieve?

Please select at least one option.

Debt reduction

Savings growth

Investment

Passive income

Financial independence

How did you hear about us?

What is your preferred method of communication?

What is your timeline for achieving financial independence?

Additional questions or comments

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