Finesse My Finances
Please complete this form in its entirety in order to assist us in facilitating the possible solution for your financial situation. Thanks!
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Email *
Name *
Address
Phone *
Please select an answer for each question. *
Yes
No
Do you have a debt reduction plan?
Do you have a financial power of attorney?
Have You ever filed bankruptcy?
Do you have an active household budget
Do you consistently contribute to a savings account?
Do you have an active life insurance policy?
Do you know your credit score?
Are you looking to make major purchases within the next six months?
Are you gainfully employed?
Is your income less than your expenses?
Why do you want to Finesse Your Finances? *
What are your biggest financial concerns? *
What financial goals do you have? *
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