Financial Assessment Intake

Before you select your preferred schedule for the Financial Assessment Call,  I would like you to take the time to answer these questions as honest and open as possible.

This intake is designed to help you build awareness around your financial aspirations as well as your challenges. In less than 15 minutes, you’ll have a greater sense of where you are and where you want to be. This will also help me understand your situation better.

Trust that all your answers will remain confidential. Feel free to answer in Filipino, English or TagLish.

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    Important: Submitting this will save your answers and open a new tab for you to schedule the best time that works for you. Make sure to secure your appointment before closing the tab. If a new tab doesn't appear, please email me at prex@millionaireinprogress.com to schedule.


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