Financial Needs & Goals Survey
Please Answer The Following Questions To Help Us Better Understand Your Financial Situation & Goals.
Contact Information
Current Financial Situation
- Eliminate Credit Card Debt
- Increase Income
- Decrease Expenses
- Other (Please specify)
- No elements found. Consider changing the search query.
- List is empty.
- Yes
- No
- Option 3
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- List is empty.
- $0 - $249
- $250 - $499
- $500 - $999
- $1000 or more
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- List is empty.
- Very low
- Low
- Moderate
- High
- Very high
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- List is empty.
Financial Goals
- Buy a house
- Buy a car
- Improve credit score
- Save for retirement
- Build an emergency fund
- Other (Please specify)
- No elements found. Consider changing the search query.
- List is empty.
- Budgeting
- Saving money
- Paying off debt
- Investing
- Other (Please specify)
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- List is empty.
- Daily
- Weekly
- Monthly
- Yearly
- Never
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- List is empty.
Additional Information
- Yes
- No
- No elements found. Consider changing the search query.
- List is empty.
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