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Basic Info & Goals Questionnaire

Thank you for taking the time to fill this out. It should only take about five minutes and helps us make the most of our time together.

Please enter your info.

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Do you have children?

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Do you have children?

A

Yes

B

No

In what state do you live?

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Do any of these situations apply to you?

Do any of these situations apply to you?

I am not a US citizen.

I have a child or grandchild with special needs.

I own real estate outside of my home state or country.