First Name
Last Name
Email
*
What is your age group?
18 - 21
22 - 28
29 - 35
36 - 49
50+
What will be your annual gross income this year?
Under $60,000
$60,000 - $120,000
$120,000 - $250,000
$250,000 - $500,000
$500,000+
What will be your annual net income this year?
Under $60,000
$60,000 - $120,000
$120,000 - $250,000
$250,000 - $500,000
$500,000+
What is your projected annual net income next year?
Under $60,000
$60,000 - $120,000
$120,000 - $250,000
$250,000 - $500,000
$500,000+
What are your total annual expenses including taxes?
Under $60,000
$60,000 - $120,000
$120,000-$250,000
$250,000+
What are the most significant financial trends you have observed in the past year?
Interest rates
Bonds
Stocks
Cryptocurrency
Online Businesses
How do you expect these trends to impact your financial planning in the next 12 months?
Very significant
Significant
Neutral
Not significant
Do you get paid based on performance or based on salary/hourly?
Performance (1099, commission, revenue, etc)
Salary/Hourly
Both
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