Which Financial House 🏠︎
Do You Belong To?
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Name
Email
*
Primary Financial Goal
*
Pay Off Debt
Build Wealth
Invest in Real Estate
Grow/Scale Business
Protect Wealth
Estate Planning
Primary Income Type
*
W2 Employee
Freelance/1099
Business Owner
Investor (Real Estate or Stocks)
Retired
Total Annual Income
*
Under $50,000
$50,000 - $100,000
$100,000 - $150,000
$150,000 - $250,000
Over $250,000
High Interest Debt (Over 15% Interest)
*
No Debt
Low Debt (under $2,000)
Moderate Debt ($2,000 - $5,000)
High Debt (over $5,000)
Tax-Advantaged Accounts (Checklist)
*
401(k) or Solo 401(k)
IRA
Roth IRA
SEP IRA
HSA (Health Savings Account)
None
IRS Filing Status:
*
Single
Married - Joint Filing
Married - Filing Separately
Head of Household
Current Savings/Investments (Checklist)
*
None
Stocks/Bonds
Real Estate
Business Interests
Birthdate
My Financial Profile
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