Your Investing Style

1

Name* This field is required.

First Name

Last Name

2

Email* This field is required.

example@example.com

3

What is your primary financial goal right now?* This field is required.

Build long-term wealth

Generate passive income

Retire early or achieve financial independence

Preserve wealth and minimize risk

4

Q1 Result

5

How would you describe your current investment experience?* This field is required.

Beginner - I’ve only used savings accounts or 401(k)s

Intermediate - I’ve invested in stocks, mutual funds, or ETFs

Advanced - I’ve explored real estate, private equity, or other alternatives

I prefer to rely on a financial advisor or professional for guidance

6

Q2 Result

7

How involved do you want to be in managing your investments?* This field is required.

Very hands-on

Somewhat involved

Not very involved

I'm not sure

8

Q3 Result

9

What’s your biggest frustration with your current investment strategy?* This field is required.

Not generating enough returns

Too time-consuming

Lack of confidence

Too volatile

No clear strategy

10

Q4 Result

11

How much time can you realistically dedicate to managing investments each month?* This field is required.

Less than 1 hour

1–3 hours

3–5 hours

More than 5 hours

12

Q5 Result

13

What types of investments are you most interested in exploring?* This field is required.

Real estate

Private lending or debt funds

Startups or private equity

Dividend-paying stocks or REITs

Open to all

14

Q6 Result

15

Which of the following concerns you most about your current investments?* This field is required.

Market volatility

Lack of diversification

Lack of transparency

High fees / low returns

Nothing—I feel confident in my portfolio

16

Q7 Result

17

What would financial freedom look like for you?* This field is required.

Quitting my job and living off passive income

Part-time or passion projects

Traditional retirement

Peace of mind and flexibility

18

Q8 Result

19

Which best describes how you feel about alternative investments?* This field is required.

I’ve invested before

Curious but unsure

Skeptical

New to it

20

Q9 Result

21

What would help you feel more confident investing outside of the stock market?* This field is required.

Learning from someone experienced

Seeing tailored options

Vetted network

All of the above

22

Q10 Result