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* 1. First Name:

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* 2. Last Name:

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* 3. Email:

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* 4. Phone Number:

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* 5. What is your current employment status?

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* 6. What is your annual income?

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* 7. What is your monthly rent/mortgage payment?

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* 8. Do you have any dependents? If so, how many?

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* 9. What is your total credit card debt?

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* 10. Do you have any outstanding student loans?

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* 11. What is your current retirement account balance?

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* 12. Do you own a car? If so, do you have an auto loan?

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* 13. What is your average monthly spending on groceries?

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* 14. Do you have any other outstanding debts or liabilities?

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* 15. Do you currently have any investments? If so, what types?

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* 16. Are you currently saving for any future expenses? If so, what are

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* 17. Do you have any health insurance coverage? If so, what type?

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* 18. Do you have any life insurance coverage? If so, what type?

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* 19. Do you have any other insurance policies (e.g. home insurance,

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* 20. Do you have any outstanding legal or tax issues that may affect your

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* 21. Do you receive any government benefits (e.g. social security,

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* 22. Have you ever filed for bankruptcy or had any other significant

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* 23. Are you currently investing in any real estate properties?

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* 24. What are your short-term and long-term financial goals?

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