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TELL US ABOUT YOURSELF
Briefly Tell Us About What You're Trying To Learn
Google Meets Video Call / Phone Call
Google Meets
Phone Call
How Long Have You Been Investing For?
Haven't started yet
Just starting out (0 - 2 years)
3 - 5 years
6 - 8 years
Over 8+ years
How much money do you currently have invested or are you looking to start investing with?
$0 - 25k
$25k - 50k
$50k - 100k
$100k - $250k
$250k - $500k
Over $500k+
Rate your current knowledge of the stock market? (1-10)
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4
5
6
7
8
9
10
How important is it for you to invest in your future? (1-10)
1
2
3
4
5
6
7
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9
10
If you could invest with confidence, secure your financial future, and know exactly what to do for your unique goals, would you be willing (and able) to invest in getting the help necessary to get there?
I have the cashflow and credit to invest
I may not have the cash, but the willingness is there and I’m ready to be resourceful
I'm almost broke and/or not willing to invest in my future at this time
If you are accepted how soon are you willing to start?
Right away - Let's get started!
I'll need a little bit of time
I'm not ready to start yet
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