Introductory Meeting Questionnaire

    Thank you for your interest in working with Correct Capital Wealth Management.

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    What prompted you to seek financial guidance at this time? (Select all that apply.)

    How would you describe your overall financial picture (approximate net worth)?

    (Your response helps us prepare appropriately. You may choose to discuss this in person instead.)

    Advisory services offered through Correct Capital Wealth Management; an Investment Adviser registered with the U.S. Securities & Exchange Commission.

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