In-Depth Financial Audit & Wealth Strategy Assessment

In-Depth Financial Audit + Wealth Strategy Assessment
Full Name*

First NameLast Name
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
Preferred Method of Contact*
Best Time to Reach You
City & State / Country
How did you hear about us?
How would you describe your financial ecosystem right now?
How often do you measure your income vs expenses?
Which best describes your current credit profile?
Do you carry balances on credit cards or loans?
How confident are you in your financial strategy?
Where do you most want financial improvement?
What motivated you to request a strategic financial audit?
What is your biggest financial challenge right now?
In-Depth Financial Audit & Wealth Strategy Assessment

Complete this assessment to help us understand your financial profile and tailor a wealth strategy that fits your goals.

Banking & Credit Card Relationships
Which of the following best describes your relationship with credit cards?*

Use regularly and pay in fullUse regularly and carry a balanceRarely useDo not use credit cards
How many open credit cards do you currently have?
How satisfied are you with your current banking relationships?

Very SatisfiedSomewhat SatisfiedNeutralSomewhat DissatisfiedVery Dissatisfied
Should be Empty:

In-Depth Financial Audit + Wealth Strategy Assessment