Financial Mindset - Sterling Edge Financial

1
NamePlease provide your full legal name.
First Name
Middle Name
Last Name
Suffix
2
EmailPlease provide the best email address to reach you at.
example@example.com
Confirm Email
3
Preferred Method of CommunicationHow would you prefer to be contacted?
Email
Text
Phone Call
I don't have a preference
4
How do you value your money?(What does money mean to you? Time, Happiness, Wealth, Freedom, etc.)
Huge
Large
Normal
Small
Ok
Ok
5
Tell us of a time when you felt great in regards to your money.(Payed off a personal loan, saved extra towards an emergency fund, made a great investment, etc.)
Huge
Large
Normal
Small
Ok
Ok
6
Tell us of a time when you didn’t feel great about your money.(Unexpected expenses, missed a loan payment, felt like you should be saving more, etc.)
Huge
Large
Normal
Small
Ok
Ok
7
When making financial decisions, who or what is your main source of financial information?
Huge
Large
Normal
Small
Ok
Ok
8
What are your most important goals?(Financially and/or personally, what do you hope to sustain, attain or aspire to?)
Huge
Large
Normal
Small
Ok
Ok
9
What are your priorities?Please click on each entry and drag them to the order of most relevant to least relevant in regards to your money.
10
How can we be most helpful?Anything else on your mind? How can we add value and help you navigate through your journey?
Huge
Large
Normal
Small
Ok
Ok
11
Last but not least, make it a great day!

Thank you so much for your honesty and time spent to complete this survey. We look forward to getting to know you. Please don’t hesitate to reach out with any questions in the meantime!

Click SUBMIT to complete this survey.
Should be Empty:

Save your progress

Save your progress

Your form submission has been saved as a draft.

Save your progress

Your form submission has been saved as a draft.