/* Styles for a container div */ .addon-container { background-color: #f0f0f0; padding: 20px; border: 1px solid #ccc; border-radius: 5px; box-shadow: 0 0 10px rgba(0, 0, 0, 0.2); } /* Styles for a button inside the container */ .addon-button { background-color: #007bff; color: #fff; padding: 10px 20px; border: none; border-radius: 3px; cursor: pointer; transition: background-color 0.3s ease; } .addon-button:hover { background-color: #0056b3; } /* Styles for a container div */ .addon-container { background-color: #f0f0f0; padding: 20px; border: 1px solid #ccc; border-radius: 5px; box-shadow: 0 0 10px rgba(0, 0, 0, 0.2); } /* Styles for a button inside the container */ .addon-button { background-color: #007bff; color: #fff; padding: 10px 20px; border: none; border-radius: 3px; cursor: pointer; transition: background-color 0.3s ease; } .addon-button:hover { background-color: #0056b3; }
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Financial Coaching Intake Form

Congratulations to all our perspective clients for taking the first steps towards wealth generation and financial freedom!

 

We understand that managing your finances can be a daunting task, but by taking this important step, you have demonstrated a commitment to securing your financial future. At Legacy Financial Services and Business Solutions, we are here to support you every step of the way.

 

To help us better analyze and understand your unique financial needs, we encourage you to fill out our financial coaching form. This will provide us with

Personal Information

Gender

*We use email for appointment reminders, news and updates for the Positive Self Center. Please note e-mail correspondence are not considered to be a confidential medium of communication.

Emergency Contact

Financial Questionnaire

May we send them a thank you note for referring you?
Do you work with a financial planner?
Do you work with an accountant?
Do you know your monthly expenses?
Do you know your total indebtedness?
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