The Art of Finance: Consultation Survey
Thank you so much for filling out the pre-consultation survey. We’ll review your info and get in touch via email in the next 2-3 business days. We’re looking forward to connecting with you!
Email *
Name *
Phone number *
Partner's name (if applicable)
Partner's email address (if applicable)
Monthly household income *
Total cash on hand (checking+savings) *
Saving into retirement on a monthly basis *
How much cash are you saving on a monthly basis (ie: into a savings account)? *
Total current amount in investment accounts *
How much non-mortgage debt do you have? *
What brought you to The Art of Finance today? What's the biggest financial concern on your plate right now? (retirement, debt, budgeting, employment transition, etc.) *
How did you hear about The Art of Finance? *
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