Tell Me About Your Business
Let's get started!
Tell me about your business
What you offer, how you offer it, and who you work with by industry or specific niche
Do you want to be financially prepared for the future?
How would you describe your money mindset?
Tell me about how you relate to money...are you a spender or a saver? Do you always know how much you have in the bank, or do you avoid the bank statement? What are your thoughts on money?
What is the BIGGEST financial roadblock you are currently facing?
When are you looking to implement a solution?
One month from now
Within one year
Not sure when to start
What are your financial goals and objectives - both business and personal?
What is your budget for attaining your financial goals and objectives?
$1,000 - $3,000
$3,000 - $5,000
$5,000 - $7,000
$7,000 - $10,000
Whatever it takes!
Should be Empty:
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