Personal Financial Snapshot
This is to get a 30,000 foot view of your finances to discuss during the discovery call before we dig deeper.
What is your name? *
What is your age? *
What type of work do you do? *
What is your spouse's name? *
If you do not have a spouse enter "N/A"
What is your spouse's age? *
If you do not have a spouse enter "N/A"
What type of work does your spouse do?
How many children or other dependents to you have? *
What is your mailing address? *
Street, City, State and Zip Code
What is your phone number? *
What is your email address? *
Have you been through Dave Ramsey's Financial Peace University? *
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