Intake Questionnaire

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Financial and Investment Coaching for Canadians

Anita Bruinsma, CFA

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Please complete this form before our first session.

Have you ever tracked your spending or built a budget? Please comment on your thoughts and feeling about budgeting.

Do you have a system for paying your bills and debt payments? Please comment on how you pay your bills, whether you have trouble keeping track of them, or any other comments related to making your payments.

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