First Name
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Last Name
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Email
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Phone
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Age
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What is your annual income?
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What would you say on a scale of 1-10 you would rate yourself on education around investing and wealth principles?
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Do you currently have any retirement vehicles? 401k? IRA?
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Do you currently have a financial advisor?
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Yes
No
What is your desired outcome for your personal financial goals in the next 5 years?
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How committed to a plan of action are you on a scale of 1-10?
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Services Interested In
Tax Problems
Trust/ Estate Planning
Cash Flow Planning
Investment Strategies
Retirement Planning/ Life Insurance
Risk Management
I Don't Know/ Consulting Help