S.C.O.R.E Questionnaire
Help us understand your needs
Client Name
First Name
Last Name
Email
example@example.com
Phone Number
-
Area Code
Phone Number
1. What is your age range?
Please Selecti
18-24
25-35
35-50
50-65
2. What is you family status?
Married with dependents
Single with dependents
Married no dependents
Single no dependents
3. What are your primary goals for enrolling in this course? (Select all that apply)
Saving and Investing
Credit Cultivation
Online Business Aquistion
Real Property Accumulation
Estate and Tax Planning
Group Economics
4. What is your household income?
0-75k
75k-150k
150k-250k
250k+
5. What is your credit range?
Less than 580
580-680
680-750
750+
6. Do you have the capacity to retire within the next 7 years?
Yes
No
7. Are you currently facing challenges in saving and investing for your future with your current income?
Please Select
Yes, I need to make more.
No, I put money away.
8. How would you rate your current understanding of saving and investing in the stock market and business ventures for long-term growth?
Beginner
Intermediate
Advanced
9. Do you have a strong desire to leave a legacy for your family through business creation, life insurance, and trust formation?
Yes
No
Not Sure
Submit
Should be Empty: