Financial Questionnaire

By Roberto Thompson II | Financial Professional | License #1525769

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Full Name

Phone

Please enter a valid phone number.

Email

example@example.com

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Financial Challenges

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Are you financially where you thought you'd be by this time in your life?

No

Yes

If you continue doing what you're currently doing will you ever get where you wanted to be financially?

No

Yes

Do you have a plan to change your situation and get to where you desire to be?

No

Yes

Do you have a plan on how to achieve all of your financial goals?

No

Yes

Do you know how much money you need to make, save, or invest to reach your financial goal?

No

Yes

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Financial Solutions

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If there was an opportunity to educate yourself on how to get to your goals would you be open to it?

No

Yes

If there was an opportunity to create an extra source or multiple sources of income would you be open to learning more?

No

Yes

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Complimentary Consultation

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If you had a choice to get some information on your financial freedom would you choose to get it?

No

Yes

If you had an opportunity to set up a time to learn more about your financial freedom would you choose to take it?

No

Yes

Which day?

What time?

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