Financial Planning with Clarisse Camagay-Roño (Jr. Unit Manager & Health Benefit Consultant)
Completing this brief questionnaire will help us better understand your needs and ensure we provide the best possible service tailored to you. It only takes a few minutes, and your responses are incredibly valuable to us.
Full Name
First Name
Last Name
Date of Birth
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Month
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Day
Year
Date
Contact Number
Please enter a valid phone number.
Format: (000) 000-0000.
Location
Email Address
example@example.com
Occupation/Business
Kindly choose the life stage you are at today:
Please Select
Single Professional
Starting a Family
Parent
Pre-Retired
Retired
How much you are willing to save every month? (Minimum)
*
MINIMUM (ex. 3,000)
How much you are willing to save every month? (Maximum)
*
MAXIMUM (ex. 30,000)
The best time to call you to schedule an exploratory, non-committal meeting (virtual or in-person) with a Licensed Financial Consultant?
What is the best time to call you to schedule an exploratory, non-committal meeting (virtual or in-person) with a Licensed Financial Consultant?
*
Select Top 3 Financial Priorities at Present
Income Protection (If you are a BREAD WINNER/SINGLE)
Retirement
Children's Education
Ready fund for Critical Illness
Estate Planning
How happy are you with your current savings (1 Star: Lowest, 5 Stars: Highest)?
1
2
3
4
5
You may write any comments/suggestions here. Thank you for you time!
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