Pre-Call Intake

Build Your Strategy

Help me understand your financial picture so I can prepare a custom Total Cost Analysis before we talk.

Why fill this out?

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Data-Driven Advice

I don't guess. I run the numbers based on your actual income and assets.

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Faster Pre-Approval

Skip the generic questions on the call. We'll dive straight into strategy.

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Bank-Level Security

Your information is encrypted and never sold to lead aggregators.

ESTIMATED TIME

2 Minutes

"Vai helped me structure a plan that saved me $400/month compared to what my bank offered. Highly recommend filling this out first."
- David K., Frisco TX

Build Your Strategy

Why fill this out?

1. Contact Info

2. Your Goals

3. The Numbers