Stealth Wealth M.A.P. - WEBITE VERSION

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Stealth Wealth M.A.P.

Stealth Wealth M.A.P.

Stealth Wealth offers solutions in (4) areas: Personal Finance, Personal Risk Management, Business Finance and Business - Risk Management. Your customized MAP will change based on the unique answers you provide, so be as complete as possible when answering.

53Questions

1
First name
First Name
2
Last name
Last Name
3
Nickname, alias, a.k.a., what you wish your parents named you?
Just for fun
4
Email
example@example.com
5
Your Address?
Street address
6
What city do you live in?
City
7
State
Which state do you live in?
8
Zip Code5 little digits
Postal Code
9
Phone Number
Please enter a valid phone number.
10
Age
Please Select
Please Select
18-25
26-36
37-45
46-55
56+
11
Number of Dependents[Total in the household]
1
2
3
4
5
6
7
8
9
10
Too many
12
Gender
Male
Female
Different preference
13
Let's dial it inHow confident do you feel about your financial future?
14
Do you have a monthly budget?
YESNO
15
How often do you stick to your Budget?
Every month
Most months
Sometimes
It looks great on paper, but...
16
What's your NET (after taxes) Household Monthly Income?
17
What's your TOTAL Monthly Household Expenses?
18
What's in your wallet? (Liquid Savings)Estimate Your Liquid Savings
Less than $10,000
$10,001 - 20,000
$20,001 - 50,000
$50,000 - 100,000
19
Do you have any of the following savings accounts?Click on all that apply
401K / 403B
IRA
ROTH
Mutual Funds
Stocks / Bonds
Annuity
Crypto
Gold / Silver
20
Estimated amount in 401K / 403B
Estimated Current Dollar Amount
Who is your account provider? (E.g. Fidelity, OneAmerica, etc...)
21
Estimated amount in IRA
Estimated Current Dollar Amount
Who is your account provider? (E.g. Fidelity, OneAmerica, etc...)
22
Estimated amount in ROTH
Estimated Current Dollar Amount
Who is your account provider? (E.g. Fidelity, OneAmerica, etc...)
23
Estimated amount in MUTAL FUNDS
Estimated Current Dollar Amount
Who is your account provider? (E.g. Fidelity, OneAmerica, etc...)
24
Estimated amount in STOCKS / BONDS
Estimated Current Dollar Amount
Who is your account provider? (E.g. Fidelity, OneAmerica, etc...)
25
Estimated amount in ANNUITY
Estimated Current Dollar Amount
Who is your account provider? (E.g. Fidelity, OneAmerica, etc...)
26
Estimated amount in CRYPTO
Estimated Current Dollar Amount
Who is your account provider? (E.g. Fidelity, OneAmerica, etc...)
27
Estimated amount in GOLD / SILVER
Estimated Current Dollar Amount
Who is your account provider? (E.g. Fidelity, OneAmerica, etc...)
28
Credit Check[Estimate your credit score]
?
50-250
251-500
501-550
551-600
601-650
650-700
701-750
750-800
Too good to be true
29
Would you like us to repair your credit for free?(You're only responsible for a monthly credit report so we can hold the bureaus accountable)
YESNO
30
Monthly SavingsHow much ARE or CAN you contribute monthly for short or long-term savings (including 401K/IRA/ROTH contributions)?
Less than $99
$100 - 250
$251 - 500
$501 - 1,000
$1,001 - 2,500
$5,000 - 7,500
$10,000 or more
31
I am MOST intereste in...[Let's build your goals]
Wealth Accumulation
Wealth Protection
Building a Legacy
All of the above
32
How much money (per month) do you want to live on when you retire?We'll figure out inflation for you
$2500 per month
$3000
$3500
$4000
$4500
$5000
$5500
$6000
$6500
$7000
$7500
$8000
$8500
$9000
$9500
$10,000
More than $10,000 per month
33
Do you have a mortgage?HOMEOWNER SERVICES
YESNO
34
Are you behind on your Mortgage, or close to missing payments?FORECLOSURE AVOIDANCE
YESNO
35
Can we schedule a consultation with our Foreclosure Avoidance Specialist?
YESNO
36
Mortgage Match
I want a better mortgage rate
I'd like some cash out from my home's equity
I'm happy with the rate I have
I'm considering a second home or investment property
37
When will you be in the market for a home?HOMEOWNER PREPARATIONS
Within 3 months
Within 6 months
Within 12 months
Not ready yet
38
Would you like options for free energy with our Solar Program?
YESNO
39
What type of protections do you have on self, family and property?[Select all that apply]
I have health insurance
I have life insurance
I have property insurance
I may need more insurance
I'm not currently protected
40
Can we run our Savings Spotter to see about saving you money?[We'll review all your protection to see if you're totally covered]
YESNO
41
Can we schedule a meeting with one of our Protection Specialists?[We'll give you options no matter what your budget is]
YESNO
42
Can we have our CPA team try to find hidden money from past tax filings?TAX TRIAGE
YESNO
43
Are you a business owner?
YESNO
44
Are you planning on starting a business [incorporating] soon?ENTITY READINESS CHECK
In the next 3 months
Within the next 6 months
Within the next year
Not at this time
45
State your businessWhat industry are you in?
What kind of business do you own?
46
How long have you been in business?
Less than 6 months
1 year
2-5 years
6-10 years
More than 10 years
47
How many employees do you have?
Only me
2-10
11-25
26+
48
Did your get your ERC refund?
YESNO
49
Do you have a business credit score?[A registered Duns number and lines of credit NOT on your personal credit report]
I have established Trade Lines, Industry lines and Lines of Credit
Not sure
I don't know what you're talking about
50
Do you need immediate funds for your business?[Capital Needs]
YESNO
51
Are you interested in our Exclusive VIP Online Business Building Courses?They will lead you step-by-step how to start, grow and manager your business.
YESNO
52
Don't take our word for it...See what our members are saying
53
Robert Kiyosaki...on the Power of Financial Education
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