Thank you for completing my coaching intake application. This will greatly enhance the time we spend together during your FREE one-on-one discovery conversation with me.

Please answer all questions on this confidential questionnaire as completely as possible. Once you submit your application we will schedule a convenient time for your complimentary discovery conversation with me.

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1. Contact Information:

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2. Where are you most concerned about your current plan?  (check all that apply)

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3. On a scale of 1 to 5, what is your confidence in your current financial plan?

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4. How long have you been investing?

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5. What types of investments do you currently use? (Check all that apply)

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6. How much time would you estimate you spend on evaluating and working on your financial plan over the course of a year?

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7. How long before you would like to retire?

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8. What other goals do you have before retirement?

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9. How do you currently plan to pay for these goals?

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. 
Investment advisory services offered through Concorde Asset Management, LLC (CAM), a registered investment advisor. 
Insurance offered through Concorde Insurance Agency, Inc. (CIA).
Wealth Progression Group is independent of CIS, CAM and CIA.

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