Intake form

Name *

Email address *

What is your primary goal for creating a budget?

Please select at least one option.

Track spending

Save for a specific goal

Manage debt

Plan for future expenses

Increase savings

What are your main sources of income?

Please select at least one option.

Salary

Freelance work

Investments

Rental income

What types of expenses do you want to include in your budget?

Please select at least one option.

Fixed expenses

Variable expenses

Discretionary spending

Savings contributions

Debt repayments

How often do you plan to review your budget?

What tools do you currently use to manage your finances?

Please select at least one option.

Spreadsheet software

Budgeting apps

Banking apps

Pen and paper

None

What challenges do you face in budgeting?

Additional questions or comments

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