Vantage Planning: Introductory Survey
Thank you so much for your interest in chatting with me! This introductory form helps guide the first meeting to help make it more productive. It will take up to 5 minutes to fill out. I look forward to meeting you!
Name *
First and last name
Your answer
Email address *
Your answer
Phone number *
Your answer
Where do you live? *
Your answer
Partner's name (if applicable)
First and last name
Your answer
Partner's email address (if applicable)
Your answer
Do you have children? *
Required
What is your preferred method of meeting? *
Required
What brought you to Vantage Planning today? What's the biggest financial concern on your plate right now? (retirement, debt, budgeting, employment transition, etc.) *
Your answer
What are you hoping to get out of working together with a financial planner? *
Your answer
How did you hear about Vantage Planning? *
Your answer
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