Free Consultation - MLM Financial Services

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Free Consultation - MLM Financial Services

Free Consultation

Name*

Email Address*

Phone Number*

What type of service are you seeking?*

What type of business do you have?

How many accounts do you have and at what institution(s)?

Are your tax returns current? YesNo

What was the last year your taxes were filed?

Do you have a retirement plan in place? YesNo

How do you currently pay bills?

How do you like to learn?

Have you ever had previous bookkeeping experience? YesNo

Briefly describe your top three to five specific financial goals. Examples: Debt payoff (auto, consumer, personal, etc), mortgage payoff, maximize investments, better spend tracking, save for college funds, prepare for specific home renovation, changing spending behavior, maximize charitable giving, etc.