Information for Session

Your privacy is our priority. All information provided in this survey will remain confidential and will be used solely to improve our services and programs to better serve you.

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* 1. Full Name

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* 3. Phone Number

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* 4. Preferred Contact Method

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* 5. Which date(s) are you available? (Select all that apply)

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* 6. Preferred time of day

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* 7. What would you like support with? (Select all that apply)

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* 8. What is your main financial question or goal for this session? (Example prompt: What would make this session most helpful for you?)

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* 9. Which of the following best describes your current financial situation? (Select all that apply)

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* 10. Do you require any accommodations for your session?

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* 11. Have you recently filed your taxes?

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* 12. Are you comfortable sharing documents during the session if needed?

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* 13. Consent to Participate

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