Personal Consultation Intake Form

MEI JOURNEY

Personal Consultation Intake Form
Client Information:
Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Current Credit Situation:
Do you currently hav a business credit score? (Yes/No) blanks. If yes, please provide your current business score.blank.
Do you have any existing business credit lines or loans (Yes/No) blanks. If yes, please provide details (e.g. lender, amount, outstanding balance) below.
Do you have any personal credit issues that may effect your business credit? (Yes/No) blanks field. If yes, please provide in the space below.
Personal Goals & Objectives
What are your short-term financial goals (6-12 months)?
What are your long-term financial goals (3-5 years)?
How do you envision using personal credit to support your financial growth?
Additional Information
Is there any other information or specific questions you would like to discuss during our consultation?
Thank you for choosing MEI JOURNEY
Should be Empty:

MEI JOURNEY