Name *

First Name

Last Name

Phone *

(###)

###

####

Do you currently have a personal budget? *

No

Yes

Do you have a bank account? *

No

Yes

How many of the following accounts do you have? *

Checking

Savings

I don't have an account but want to open one

How much money do you have saved? *

No

Yes

Do you have any debt? *

No

Yes

What types of debt do you have? (Check all that apply) *

Credit Cards

Student Loans

Auto Loan

Mortgage

Personal Loans

Other:

Have you opened a brokerage account? *

No

Yes

Do you own any precious metals (gold, silver, etc.)? *

No

Yes

Which best describes your business stage? *

Idea stage (no business income yet)

Startup (0-3 years)

Established (4+ years)

I don't have a business

Will you need access to our computer lab? *

No

Yes