Intake form

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What is your current financial situation?

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I have no savings

I have some savings

I have an emergency fund

I am debt-free

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What are your primary financial goals?

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Build an emergency fund

Save for retirement

Pay off debt

Invest in stocks

Purchase a home

Travel

Do you have a specific timeline for achieving your financial goals?

What challenges do you face in managing your finances?

How did you hear about jade reefs?

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