Learning About YOU
Please fill out this brief survey as it will allow me to know your needs so I can point you in the right direction! Don't forget to email me at
to let me know you completed it.
Date are answering this survey
Please share with me your name and email
What is your most pressing financial challenge at the moment?
How committed are you at this moment to press forward with improving your personal finance situation?
What is your ideal way that I could support you? What would this look like?
What investment are you wanting and able to make so you can get the support you need?
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