Looking forward to connecting with you
Answer 7 quick questions and I'll send you a personalized financial overview (no sales pitch, just real advice)
What's your full name?
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First Name
Last Name
What's the best number to reach you at?
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Please enter a valid phone number.
Format: (000) 000-0000.
And your email?
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example@example.com
What state do you reside in?
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Arizona, California, etc.
Age Range
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18-25
25-35
35-45
45-55
55+
What's your biggest money concern? (Check all that apply)
Life Insurance
Debt Management
Retirement Planning
Estate Planning (Will / Trust)
Building Wealth
Other
Which best describes you right now?
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I’m looking for a side income
I want to build a business long-term
I’m just curious for now
How did you hear about us?
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Facebook
Instagram
TikTok
Refferal
Other
Which best describes you right now?
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Please Select
I’m looking for a side income
I want to build a business long-term
I’m just curious for now
How much time per week can you realistically commit?
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2–5 hours
5–10 hours
10+ hours
Not sure yet
How much time per week can you realistically commit?
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Please Select
2–5 hours
5–10 hours
10+ hours
Not sure yet
Which values matter most to you? (Select up to 2)
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Faith
Family
Freedom
Leadership
Financial Security
Which values matter most to you? (Select up to 3)
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Faith
Family
Freedom
Leadership
Financial Security
Can you pass a Background Check?
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Yes
No
Valid Social Security or DACA?
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Yes
No
Resume is optional
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How did you get in contact with us? Ex. Referral, Flyer, Etc.
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Get to know us, would you be open for a 20–30 minute info Zoom call this week?
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Yes
No
Appointment
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