Saving Your Future Financial Survey Form
Understanding the Financial Situation of Families
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PERSONAL CHALLENGES:
1. Do you love your family? *
Required
2. Do you carry any significant financial responsibilities with growing children or aging parents? *
Required
3. Are you concerned about the future of your job or career? *
Required
4. Do you think there is a large number of people in our country who struggle financially and need help to improve their financial situation? *
Required
5. Are you concerned about lack of savings or investments for your retirement or kid's college education? *
Required
6. Are you concerned about too many bills or debts to pay? *
Required
7. Are you suffering from financial losses as a result of the recent economic downturn? *
Required
8. Are you concerned about not having enough protection in case of disability, long term illness or even death? *
Required
9. What is your ideal amount of money you would want to retire? *
10. What is your ideal retirement age? *
FINANCIAL SOLUTIONS:
1. Do you want to learn more about how money works and how to build a stronger financial future? *
Required
2. Are you interested in making more money and increasing your cash flow? *
Required
3. Do you want to explore a new business career in the fast growing financial industry? *
Required
4. Do you want to know the result of this survey? *
Required
All items are required for your e-ticket and other financial information to be sent to you personally.
FULL NAME *
AGE *
OCCUPATION *
LOCATION *
EMAIL *
MOBILE NUMBER *
We conduct FREE financial literacy seminars in Baguio, Benguet and Manila. Please choose your preference below and a financial coach will get in touch with you. Thanks. *
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