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Intake form
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Name
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What type of financial setback have you experienced?
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Job loss
Medical expenses
Debt
Other financial difficulty
What financial goals are you currently pursuing?
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Emergency fund
Debt repayment
Investing
Saving for retirement
Building a side hustle
How do you prefer to receive guidance?
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Email
Phone
Video call
What is your preferred method of side hustle?
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Freelancing
Online sales
Consulting
Tutoring
Blogging
What challenges do you face in managing your finances?
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