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Intake form
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What is your current financial situation?
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Employed
Self-employed
Unemployed
Retired
Student
What are your primary financial goals?
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Saving for retirement
Buying a home
Investing in stocks
Starting a business
Building an emergency fund
Paying off debt
How would you describe your investment knowledge?
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Beginner
Intermediate
Advanced
What type of financial services are you interested in?
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Financial planning
Investment management
Debt management
Tax planning
Estate planning
What is your preferred method of communication?
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Email
Phone
Video call
In-person meeting
What is your age group?
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18-24
25-34
35-44
45-54
55-64
65 and above
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