We know your time is valuable, so we’ve kept this survey short—just 2 minutes!

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1. Personal Email, so we can send you your gift card! (Please no school emails)

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2. What are your top financial goals for your practice in 2025? (Required.)

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3. Are there any specific milestones you'd like to achieve in the next year? (Required.)

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4. What challenges are you currently facing in reaching your personal financial goals? (Select all that apply) (Required.)

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5. Have you worked with a financial coach or advisor before? (Required.)

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6. How confident are you in your current financial plan? (Required.)

1 (Not Confident) 5 (Very Confident)
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i We adjusted the number you entered based on the slider’s scale.

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7. Would you like to schedule a free consultation to discuss how we can support your financial goals? (Required.)

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8. If yes, please fill out the info below and we will get in touch! :)

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9. Are there any other financial questions we can answer for you?

T