Beta Demo

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Name

First Last

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Email

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Age Range:

Under 25

26-35

36-45

46-55

Over 55

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Employment Status:

Employed full-time

Employed part-time

Self-employed

Retired

Unemployed

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Primary Financial Goal:(Required)

Saving for retirement

Investing

Debt reduction

Budgeting and saving

Tax planning

Estate planning

Education funding

Insurance planning

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Monthly Income Range:

Below $2,000

$2,000 - $5,000

$5,001 - $10,000

Above $10,000

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Level of Savings:

Less than $1,000

$1,000 - $10,000

$10,001 - $50,000

More than $50,000

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Investment Experience:

Beginner

Intermediate

Advanced

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Risk Tolerance:

Low

Medium

High

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Preferred Learning/Advice Medium:

Text-based articles/blogs

Interactive tools and calculators

Video content

One-on-one advisory

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Interested in Speaking with a Financial Advisor?

Yes, I'm interested.

Maybe in the future.

Not interested at this time.

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