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Questionarie
Which one sounds most like you?
I’m a DIY (do it yourself) but I’d like to pay for a one-time plan
I’d like help with investing wisely but don’t need comprehensive wealth management.
I’m looking for an advisor to provide ongoing financial planning support.
I’m not sure yet
How did you hear about Prosperity Pathway?
What's your name
How old are you?
What age would you like to retire
Are you married, how old is your spouse?
Approximately how much have you saved for retirement?
less than 100K
100 – 500K
1M-1.5M
Over 1.5M
Anything else you like to share
Please insert your email and I’ll reach out to you.
What's your best phone number for an initial call?
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