What is your primary financial goal?
Reduce debts Save for future Invest wisely Improve credit score
How do you currently manage your finances?
Budget planner Financial advisor DIY approach No plan
What is your biggest financial challenge?
High debts Low income Unplanned expenses Lack of savings
How confident are you in financial planning?
Very confident Somewhat confident Not confident No experience
Are you interested in financial advisory services?
Yes, very interested Somewhat interested Not interested Unsure
Preferred method of communication?
Email Phone Text message In-person
All set, how can we reach you?
Name
Email
Phone
(Details here)
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