Financial Architecture Intake Form

1

1. What is your top financial goal right now?* This field is required.

Getting clarity and direction

Growing my investments

Planning for children/family

Buying property

Preparing for retirement

Getting out of debt/paying off loans

2

2. How soon do you want to start working toward your financial goals?* This field is required.

Immediately

Within 1–3 months

Within 6 months

Just exploring for now

3

3. Which statement describes you best?* This field is required.

I want long-term guidance and support

I want help creating a clear plan

I’m looking for short-term/one-time advice

I'm only looking for help with investments for now

4

4. Are you open to working together on an ongoing basis to support your financial goals?* This field is required.

Yes, if it’s a strong fit

Possibly, depending on the details

No, I only want free advice

5

5. Roughly how much do you have in savings and investments (excluding property and business, combined if partnered):* This field is required.

Below ₱500,000

₱500,000–₱2,000,000

₱2,000,000–₱5,000,000

₱5,000,000–₱10,000,000

₱10,000,000–₱25,000,000

₱25,000,000 and above

6

6. What is your monthly household income (combined, if partnered)?* This field is required.

Below ₱100,000

₱100,000–₱150,000

₱150,000–₱300,000

₱300,000–₱500,000

₱500,000–₱1,000,000

₱1,000,000 and above

7

SCORE

8

Name* This field is required.The following information allows us to send an invitation to a discovery call or with resources if we’re not the right fit at this stage.

9

Occupation* This field is required.

Corporate Professional / Executive

Business Owner / Entrepreneur

Family Business

Doctor

Self-Employed Professional (lawyer, architect, consultant, freelancer, etc.)

Other

10

Email* This field is required.We’ll only use this to share next steps or confirm availability

example@example.com

11

Cellphone Number* This field is required.Used only to clarify scheduling or send a reminder