Intake form

Name *

Email address *

What is your primary investment goal?

Please select at least one option.

Wealth accumulation

Retirement planning

Income generation

Tax optimization

Capital preservation

How would you describe your investment experience?

What investment products are you interested in?

Please select at least one option.

Stocks

Bonds

Mutual funds

Real estate

Cryptocurrency

What is your preferred investment timeframe?

What is your risk tolerance?

How do you prefer to receive investment advice?

Please select at least one option.

In-person meetings

Video calls

Phone calls

Email correspondence

What challenges do you currently face in investing?

Additional questions or comments

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