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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 and see if we are a good fit 🙂

What's your name?

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What's your email?

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What's your phone number?

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What's your age range?

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Where are you located (City, Province)?

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What industry are you working in?

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What's your annual income range?

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

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How serious are you about solving this problem?

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0

1

2

3

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5

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10

Just browsingI want to get it done!

What outcome would you consider a success?

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What is your desired service

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A

Clear financial blueprint and support

B

One-time Consultation

C

Not Sure Yet

How did you hear about us?

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A

Google Search

B

YouTube

C

Through an online directory

D

Facebook/Instagram/LinkedIn

E

Referrals

Our work together is designed to get you results. If we're a good fit, we'll explore the the service packages that's most suitable for you. The service packages start at $750+tax, are you willing to make at least this amount of investment?

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A

Yes

B

No

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