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Intake form
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Name
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Email address
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What is your primary financial goal?
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Save for a vacation
Pay down debt
Build an emergency fund
Invest for retirement
Budget for daily expenses
Which budgeting method do you prefer?
Please select at least one option.
Zero-based budgeting
50/30/20 rule
Envelope system
Percentage-based budgeting
Line-item budgeting
What is your current income source?
Please select at least one option.
Salary
Freelancing
Investments
Business income
What expenses do you track regularly?
Please select at least one option.
Housing
Transportation
Food
Healthcare
Entertainment
How often do you review your budget?
Select
Daily
Weekly
Monthly
Quarterly
Annually
What tools do you currently use for budgeting?
Please select at least one option.
Spreadsheets
Mobile apps
Paper and pen
Online calculators
None
Additional questions or comments
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