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How would you describe your current relationship with money? *

What financial habits are you most proud of? *

What financial habits are currently holding you back? *

What does financial freedom look like to you personally? *

What are your top 3 financial goals within the next 12 months? *

What financial systems or strategies have you tried before? *

What level of financial structure do you currently have in place? *

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Advanced

What concerns or fears do you currently have regarding your finances? *

What type of legacy are you trying to build? *

What does success look like from working together? *

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