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Client Intake Form
Client Intake Form
First name
*
Last name
*
Email
*
Phone number
What is your current employment status?
*
Employed full-time (T4 income)
Retired
Self-employed (sole proprietor)
Incorporated
Farmer
Other
What financial planning services are you seeking?
*
Retirement planning
Investment strategy review
Cash flow and budgeting
Tax optimization
Estate planning
Other
Are you prepared to engage in a fee-only, advice-only financial planning process?
*
Yes
No
Depends on the fee
When would you like to begin the planning process?
*
Immediately
In the next two months
Just gathering information
How did you hear about us?
Message
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