Intake form

Name *

Email address *

What is your primary goal for building wealth?

Please select at least one option.

Saving for retirement

Purchasing a home

Funding education

Building an emergency fund

Investing in stocks or bonds

Starting a business

How familiar are you with compound interest?

What is your preferred method of learning about financial concepts?

Please select at least one option.

Reading articles

Watching videos

Listening to podcasts

Attending webinars

Taking online courses

What age group do you belong to?

What is your current level of income?

Additional questions or comments

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