Book a discovery call!Complete the form below and I will give you a call 📞 Name * First Name Last Name Email * Phone * (###) ### #### Age range * 20 - 25 25 - 35 35 - 45 45-50 50 - 65 65+ What is your approx. annual income before tax Less than $20k $20k - $39K $40k - $59k $60k - 99k $100k - $149k $150 + I'd prefer not to say Which one best describes your current status Pay down mortgage faster Buy first home Buy an investment property learning how to invest Cashflow management How confident are you at managing your finances Confident Fairly confident Not confident What is your biggest pain point? What are your goals over the next 1 - 5 years * Thank you for completing the form I can’t wait to book this time in with you. I will be in touch within 24 hours by phone, if I miss you I will follow up with an email. Talk soon!Terri
