Wealth Map Intro Call
Personal Information
Full Name
First Name
Middle Name
Last Name
Phone Number
E-mail
example@example.com
State of Residency
Which areas do you feel you could use some improvement? *
Budgeting
Increasing my cashflow/Creating another stream of revenue
Emergency Fund
Student Loan Forgiveness
Tax FREE Retirement
Family Legacy- Take care of my family
College funding
Becoming debt free
Building generational wealth
Business Exit Plan
Questions and Details
What do you feel is your biggest struggle with money? *
How did you hear about me? *
I do not charge a consultation fee to provide families with financial education, but my time is valuable and limited. Are you ready to take control of your financial journey, If so, please book your 15 minute intro call at https://calendly.com/dixiefails-tpg and comment below COMPLETED
Please feel free if you have any additional notes
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