First Name
Last Name
Email
Phone Number
Have you ever tried to get help with this challenge in the past? How did it go?
What line of work are you in?
How much income do you earn per month? (Include salary, freelance, and any other sources)
Do you have any investments (stocks, retirement accounts, etc.)? If yes, please provide details.
What's the total value of your investment portfolio? Less than $50,000
$50,000-$150,000
$150,000 or more
Do you have any debt? (Please specify types and amounts)
What are your top financial goals for the next 6-12 months? (E.g., paying off debt, saving for a home, building an emergency fund, etc.)
Why is it important to control your finances now?
Is there anything else you’d like to share?
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