Intake form

Name *

Email address *

What are your financial goals? *

Please select at least one option.

Saving for retirement

Buying a home

Building an emergency fund

Investing in the stock market

Paying off debt

How do you currently manage your finances? *

What challenges do you face in managing your finances? *

What is your current level of financial knowledge? *

Which areas of finance are you interested in learning more about?

Please select at least one option.

Personal budgeting

Investing strategies

Debt management

Retirement planning

Tax strategies

How did you hear about bator investments? *

What is your preferred method of communication? *

What is your occupation? *

Which service or services are you interested in? *

Please select at least one option.

Personal finance coaching

Initial consultation for $150

Follow-up consultation for $100

Free strategy call

Additional questions or comments

Bator Investments