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In-Take Form

Before you book your call, we’d just like to ask you a few quick questions so we can get to know you better 🙂

What's your name?

What's your email?

What's your phone number?

Where are you located (City + Province)?

Tell me about your current situation. Why are you thinking of working with a financial planner?

How serious are you about solving this problem?

How serious are you about solving this problem?
Just browsingI want to get it done!

What outcome would you consider a success?

Working 1:1 with Jim is designed to get you results. If we're a good fit, we'll work closely together over 12 months to help you achieve financial independence. What level of investment are you prepared to make in yourself and your business?

Working 1:1 with Jim is designed to get you results. If we're a good fit, we'll work closely together over 12 months to help you achieve financial independence. What level of investment are you prepared to make in yourself and your business?
A
B