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Intake form
Help us serve you better
Name
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Email address
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What is your current savings goal?
How do you plan to save money?
Please select at least one option.
Cutting unnecessary expenses
Setting up automatic transfers to savings
Using a savings app or tracker
Other (please specify)
What is your monthly income?
What percentage of your income do you currently save?
What challenges do you face in saving money?
Please select at least one option.
Lack of budgeting
Unexpected expenses
Low income
Impulse spending
Other (please specify)
How frequently do you review your savings progress?
Select
Weekly
Monthly
Quarterly
Annually
What resources would you find helpful in building your emergency fund?
Please select at least one option.
Budgeting tools
Savings calculators
Expert advice
Workshops or webinars
Other (please specify)
What is your age range?
Select
Under 18
18-24
25-34
35-44
45-54
55-64
65 and over
Additional questions or comments
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