Intake form

Name *

Email address *

What is your primary interest regarding income generation?

Please select at least one option.

Passive Income

Active Income

Investment Strategies

Financial Education

Budgeting Techniques

What tools do you currently use for financial planning?

Please select at least one option.

Spreadsheets

Financial Software

Online Calculators

Investment Apps

None

What is your preferred method of learning about financial concepts?

What specific financial topics would you like to explore?

How did you hear about us?

Additional questions or comments

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