This is a confidential survey, created to learn about each participant's history and comfort level in business.. This information will help our Facilitator learn about your financial outlook/needs and help set individual growth goals to serve you better. Mahalo!
Part I
The money heritage narrative (where your money beliefs come from).
Part II
Survey to gauge participants’ current level of comfort (and comprehension) with/of their financial statements.
Part III
Survey to understand goals and self-identified blocks to growth.