Interested in Becoming a YGC Client:
Thank you for your interest​ in becoming a YGC Client​. We are not accepting new clients at this time. Please complete the short questionnaire below and you will be notified and have priority in setting up a call with Rianka when we start accepting new clients. Thank you!
Name (first and last name) *
Address (street, city, state & zip) *
Email Address *
Phone number *
Birthdate *
MM
/
DD
/
YYYY
Spouse/Partner (first and last name)
Spouse/Partner Email Address
Spouse/Partner Birthdate
MM
/
DD
/
YYYY
Marital Status *
Wedding Anniversary (if applicable):
MM
/
DD
/
YYYY
Children's Name & Birthdate (if applicable):
State of Residence *
Employer *
Spouse/Partner Employer
What is motivating you to seek out a financial planner? *
Please tell me about your current financial situation (salary, debt, savings). Please be specific as possible: *
How much are you saving on a monthly basis? *
What are you most concerned about with your current financial situation? *
When are you looking to take action on hiring a Certified Financial Planner Professional? *
Is there anything else you would like to share?
How did you hear about YGC? *
Would you like to increase your financial knowledge via our monthly newsletter? *
If you answered "sure" above, please enter preferred email address(es):
Submit
Never submit passwords through Google Forms.
This form was created inside of Your Greatest Contribution. Report Abuse