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The Maybe Someday Plan — Client Intake

Okay ❤️ now I need the real story.

You already completed the Fit Check and purchased your Maybe Someday Plan. This is the deeper intake I use to research your actual situation and build your personalized plan.

Take your time and answer honestly. More detail helps me give you a stronger plan.

Please do not include Social Security numbers, bank account numbers, full credit card numbers, passwords, login information, or other highly sensitive financial information.

SECTION 1 — YOU

Full name

Email used when you purchased your Maybe Someday Plan

Preferred name, if different

TikTok @

City and state

Best phone number

How do you prefer I contact you if I need clarification?

How do you prefer I contact you if I need clarification?
A
B
C