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Which Financial Profile Are You?
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Name
*
Email
*
Primary Financial Goal (Select One)
*
🏦 Pay Off Debt
📈 Build Wealth & Freedom
🏡 Invest in Real Estate
🚀 Grow My Business
🛡 Protect & Pass Down Wealth
Primary Income Type
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💼 W-2 Employee
🎯 Freelancer / 1099 Contractor
🏢 Business Owner
📊 Investor
🌴 Retired
📌 Note: If you have both W-2 and freelance income, select Freelance/1099.
Annual Income (Select One)
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💵 Under $50,000
💰 $50,000 - $100,000
🏆 $100,000 - $150,000
🏦 $150,000 - $250,000
💎 Over $250,000
High Interest Debt (Over 15% Interest)
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✅ No Debt
💳 Low Debt (< $2K)
⚠️ Moderate Debt ($2K–$5K)
🚨 High Debt (Over $5,000)
IRS Filing Status (Select One)
*
Single
Married - Joint Filing
Married - Filing Separately
Head of Household
Birthdate
My Financial Profile
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