Dr. Crystal Consulting Application

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Please complete this form to express your interest in joining our curated program and community. Be sure to include what you have to offer to the community as well as what you would like to learn/gain/master so we can direct you to the correct path for you.

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Please share your name, email and phone number? For added discretion, feel free to use a first name or pseudonym only. *

My current need for support is *

I have recently had a financial windfall and I need help now!

I am expecting a financial windfall soon and I want to feel confident in my money choices.

I have been wealthy for some time but I don't feel in control of my money.

I am not expecting a financial windfall but I have discretionary funds and I want to make better choices with it.

There is something else with which I would like to gain support.

My net worth is

Under $1 million

$1 million to $5 million

$5 million to $30 million

More than $30 million

I am not sure.

Șterge selecția

My income generally is approximately...

Under $100,000

$100,000 to $1,000,000

$1 million to $5 million

$5 million to $30 million

More than $30 million

Șterge selecția

I am most concerned about ________. regarding money? Choose all that apply. *

Protecting my nest egg

Growing my fortune

Leaving a legacy

Making good decisions in my daily life

Optimal Stewardship--Knowing I have taken good care of my resources.

Altele:

Obligatoriu

If you could wave a magic wand and change one thing in the world, what would it be? *

What are the specific targets or milestones you would like to achieve by working with Dr. Crystal? *

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