Book a Strategy Session
First Name
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Last Name
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What is (or was) your occupation or career? How long have you been doing it?
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When is (or was) your retirement date?
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What’s happening in your life right now that has you potentially considering getting help in designing a holistic retirement plan? And ultimately, what’s your goal? (please be as detailed as possible)
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What role does religion or spirituality play in your life?
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What is the best email address for us to send the calendar invite?
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What is your phone number for the call?
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What is your Instagram handle?
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Which of the following best describes your ability to invest in yourself?
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I have the funds, or can get access to funds so I am able to invest myself.
I do not have any access to funds and am living paycheck to paycheck with no access to credit.
Last question - On the following page, you will be able to schedule a call with our team... Will you 100% be able to make the time that you choose? We do not reschedule no-shows.
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Yes - I will stay 100% committed to the time I choose.
Maybe - I'm not sure if I'm serious.