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Myth Free Financial® LLC
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Intake form
Help us serve you better
Name
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Email address
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What are your primary financial goals?
Please select at least one option.
Retirement planning
Debt reduction
Investment growth
Estate planning
Tax optimization
What is your current financial situation?
What is your preferred method of communication?
Select
Email
Phone
In-person meeting
What is your age range?
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Under 30
30-39
40-49
50-59
60 and above
What is your household income?
Select
Under $50,000
$50,000 - $99,999
$100,000 - $149,999
$150,000 - $199,999
$200,000 and above
Have you worked with a financial advisor before?
Select
Yes
No
What services are you interested in?
Please select at least one option.
Financial planning
Investment management
Retirement planning
Estate planning
Tax planning
How did you hear about us?
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Referral
Online search
Social media
Event
Which service or services are you interested in?
Please select at least one option.
Financial education workshops
Retirement planning
Estate legacy planning
Coaching/Consulting Services
Additional questions or comments
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