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Pre-Call Form: Financial Assistant Support
Complete this quick questionnaire to see if we’re a good fit. If your responses qualify, you’ll get instant access to book your free call.
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Email
*
Your email
Full Name
*
Your answer
Best way to reach you? (phone, email, other)
Your answer
What’s your biggest priority or challenge with your finances right now?
*
Your answer
Is there anything else you'd like me to know before we connect? (extra context, goals, concerns, etc.)
Your answer
Investing in your financial future is a commitment of both time and resources. Are you ready to invest in personal finance support ($897–$1,497) within the next 1–2 months?
*
Fully ready
Interested, but need time to plan
Not within my budget right now
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