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Crafting Banking Solutions for You
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PERSONAL
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FINANCIAL GOALS
Which of the following are your most important financial goals and challenges? (Select all that apply.)
Find more "room" in my budget
Get out of debt
Buy a new home
Refinance my mortgage
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Save for retirement
Pay for education
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Manage a parent's finances
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ACCOUNTS
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What accounts do you currently have? (Select all that apply.) Balances are optional.
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EMPLOYMENT
Which best describes your employment status? (Select all that apply.)
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Yearly household income:
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$25,000-$34,999
$35,000-$49,999
$50,000-$74,999
$75,000-$99,999
$100,000-$149,999
$150,000-$199,999
$200,000 or more
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