Financial Opportunity Clinic 2020 Survey

Name (First, Last)*
Email*
Phone*
Age*
Please enter a number from 14 to 110.
Household Income*
Biggest Financial Concerns (select all that apply):
- Budgeting and Cash Flow
- Credit and Debt
- Investment Options and Strategies
- Tax Planning
- Home Purchase and Mortgage Loans
- Estate Planning
- Insurance
- Employee Benefits
- Education Funding & Planning
- Foreclosure
- Real Estate Planning
- Small Business
Would you rather meet with a Pro Bono Certified Financial Planner virtually through Zoom or over the phone?*
- Zoom
- Phone
What day(s) of the week would be most convenient to meet with a planner?
What time of day works best for you?
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