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Client Intake Form

Complete this form so we can understand your financial goals and recommend the
right services for your situation.

Contact Information

First Name

Last Name

Phone Number *

Email *

Current Credit Profile

What is your current credit score range? *

Below 580 (Poor)

580-669 (Fair)

670-739 (Good)

740-799 (Very Good)

800+ (Excellent)

I'm not sure

Are you interested in personal or business funding? *

Personal Funding

Business Funding

Both

Funding Goals

How much funding are you seeking? *

Under $25,000

$25,000 - $50,000

$50,000 - $100,000

$100,000 - $250,000

$250,000 - $500,000

$500,000+

When do you need funding? *

As soon as possible

Within 1-3 months

Within 3-6 months

6+ months (planning ahead)

Services of Interest

Which services are you interested in? (Select all that apply) *

Credit Optimization Strategy

Personal Funding Strategy

Business Funding Strategy

Financial Profile Review

Additional Information

What are your biggest financial challenges or goals?

I agree to terms & conditions provided Moxie Management Enterprises. By providing my phone number, I agree to receive text messages from the business.

Privacy Policy.

Expected Outcomes

After submitting your application, here's what you can expect:

Profile Review

We review your information and assess your current financial
positioning.

Consultation Call

We schedule a call to discuss your goals and recommended strategies.

Custom Roadmap

You receive a personalized plan to optimize your financial
profile.

Who This Is For

Entrepreneurs preparing to apply for business funding

Professionals seeking to optimize their credit profiles

Business owners needing capital to scale operations

Individuals preparing for large financial decisions

Strategic financial consulting for entrepreneurs
and professionals seeking higher funding
approvals.

Services

Credit Optimization Strategy

Personal Funding Strategy

Business Funding Strategy

Financial Profile Review

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