First Name *

Last Name *

Phone *

Email *

1. What’s your top financial goal right now? *

Build wealth & passive income

Get out of debt & improve credit

Save for retirement & long-term security

Not sure, just exploring options

2. How soon are you looking to take action? *

ASAP—I’m ready to start

Within the next 30 days

3-6 months

Just researching for now

3. What best describes your current financial situation? *

I’m making good money, but need better strategies

I’m financially stable but looking for more options

I need help getting things on track

Just exploring, not sure yet

4. Would you be open to a quick strategy call? *

Yes, let’s talk!

Maybe, I need more info.

No, just wanted to check it out.

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