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  What is your gender






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  How old are you ?











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  Have you ever spoken to a financial advisor
coach or consultant before




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  Where are you located?



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  How will you describe your knowledge
about personal finances?







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  Do you consider yourself good at saving
and budgeting?




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  Do you consider yourself good at investing?




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  What are your existing systems?














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  What Potential investments are you interested in?














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  What is your risk appetite?





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  Have you set any financial goals?




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  Do you like where you are financially?





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