Introductory Meeting Inquiry
There is no charge for this 30-minute session to see if we are a fit for each other.
Stewardship Principles, LLC
What financial concerns would you like to discuss?
*
Biblical generosity
Building credit
Buying or leasing an auto
Buying or selling a home
Creating a spending plan
Financial health score
Getting debt-free
Identity theft
Insurance needs
Investment basics
Legacy Planning
Ministerial Finances
Money management
Mortgage / Rent
Retirement basics
Saving for college
Saving for the future
Student Loans
Unemployment
Other
What questions do you hope to have answered during your meeting(s)?
Your Name
*
First Name
Last Name
What is your preferred method(s) of communication?
*
Email
Text
Phone Call
Microsoft Teams
FAX
Other
Your Email
*
Confirmation Email
example@example.com
Your Phone Number
*
Please enter a valid phone number.
May we text you at the this number?
*
Yes
No
Your FAX Number
*
Please enter a valid phone number.
Marital Status
Single
Engaged
Married
Divorced
Widow/Widower
Other
Your Time Zone
*
Hawaiian
Alaska
Pacific
Mountain
Central
Eastern
Atlantic
Other
General Questions
How did you hear about us?
*
FaithFi
Compass
Friends
Family
Brochure
Other
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