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
Email address *
Phone number *
Where do you live? *
Partner's name (if applicable)
First and last name
Partner's email address (if applicable)
Do you have children? *
What is your preferred method of meeting? *
What brought you to Vantage Planning today? What's the biggest financial concern on your plate right now? (retirement, debt, budgeting, employment transition, etc.) *
What are you hoping to get out of working together with a financial planner? *
How did you hear about Vantage Planning? *
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