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Thank you for your feedback. The following are a few more questions that will help us expand our services to better serve you.

When thinking about your finances in the next year, what is your biggest worry or concern?

What have you done so far to improve your finances when thinking about your biggest worry or concernt?

What is your primary financial goal for the next year?

When you reach your primary financial goal in the next year, how will it change your life and lifestyle?

A few last questions?...