Intake form

Help us serve you better

Name *

Email address *

What type of portfolio do you have?

Please select at least one option.

Stocks

Bonds

Real Estate

Mutual Funds

Cryptocurrency

What is your primary goal for this consultation?

How did you hear about us?

What is your current investment experience level?

What is your preferred method of communication?

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Phone

Video Call

In-Person

What is your target timeline for achieving your financial goals?

Additional questions or comments

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Karmic Investments, LLC