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Start Your Road to Financial Freedom
Start Your Road to Financial Freedom
Please answer these questions to customize your Pocket Plan
Client On Boarding Registration
  • 1
    Which of these are your highest priority?
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  • 2
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    Pick a Date
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  • 3
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  • 4
    Enter their full name to include them in your plan
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  • 5
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    Pick a Date
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  • 6
    How old will you be when you start Retirement?
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  • 7
    How much gross income do you make per year
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  • 8
    What PERCENTAGE of your current income will you need in retirement
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  • 9
    How much of your current income goes to retirement savings
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  • 10
    How much do you currently have saved for retirement?
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  • 11
    please submit a form, this is your unique id.
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