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Intake form
Help us serve you better
Name
*
Email address
*
What is your current employment status?
Select
Employed
Unemployed
Student
Self-employed
Retired
What is your primary reason for seeking financial education?
Please select at least one option.
Budgeting
Debt management
Saving for a goal
Understanding credit
Investing
What type of financial tools are you interested in?
Please select at least one option.
Budget tracking
Expense management
Savings tools
Debt reduction tools
Investment tracking
Have you previously participated in any financial education programs?
Select
Yes
No
What is your preferred method of learning?
Please select at least one option.
Interactive modules
Videos
Webinars
In-person workshops
Reading materials
What challenges do you face in managing your finances?
Which resources would you find most helpful?
Please select at least one option.
Personal finance coaching
Workshops
Online resources
Community support groups
Mobile apps
What is your age group?
Select
Under 18
18-24
25-34
35-44
45-54
55-64
65 and older
What is your highest level of education completed?
Select
Less than high school
High school diploma
Some college
Bachelor's degree
Graduate degree
Additional questions or comments
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