Intake form

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What is your current employment status?

What is your primary source of income?

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Salary

Business income

Investment income

Pension

What financial goals are you currently pursuing?

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Saving for retirement

Buying a home

Investing in stocks

Building an emergency fund

How did you hear about this program?

What is your age group?

Are you interested in a one-on-one consultation?

What challenges do you face in achieving your financial goals?

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