ETM Credit Transformation Questionnaire

1

Name* This field is required.

First Name

Last Name

2

Your Best Email* This field is required.

example@example.com

3

Phone Number* This field is required. Cell Phone Preferred

Please enter a valid phone number.

4

What State Do You Live In?* This field is required.

5

Emergency Savings:* This field is required.In the event of an emergency, do you have at least six months of living expenses saved to cover your needs and avoid a financial crisis?

Yes

No

Not Sure

6

Debt Management:* This field is required.How would you describe your current debt situation?

I have no debt.

I have manageable debt and make regular payments.

I have some debt but struggle to make payments.

I have significant debt and find it challenging to manage.

7

Credit Score Awareness:* This field is required.Do you know your current credit score?

Yes, and it's excellent (750+).

Yes, and it's good (700-749).

Yes, and it's fair (650-699).

Yes, and it's poor (below 650).

No, I do not know my credit score.

8

Budgeting Habits:* This field is required.Do you have a monthly budget that you follow?

Yes, and I follow it closely.

Yes, but I struggle to stick to it.

No, I don’t have a budget.

9

Retirement Planning:* This field is required.Are you actively saving for retirement?

Yes, I contribute regularly to a retirement plan.

Yes, but I don’t contribute regularly.

No, I’m not currently saving for retirement.

10

Income Stability:* This field is required.How would you describe the stability of your income?

Very stable, with consistent and predictable income.

Somewhat stable, with occasional fluctuations.

Unstable, with frequent changes in income.

11

Investment Knowledge:* This field is required.How knowledgeable are you about investing?

Very knowledgeable and actively investing.

Somewhat knowledgeable but not actively investing.

Not knowledgeable and not investing.

12

Insurance Coverage:* This field is required.Do you have adequate insurance coverage (health, life, home, auto, etc.) to protect yourself and your family from financial loss?

Yes, I am fully covered.

I have some coverage but not enough.

No, I do not have adequate coverage.

13

Financial Goals:* This field is required.Do you have clear financial goals and a plan to achieve them?

Yes, I have clear goals and a plan.

I have goals but no plan.

No, I do not have clear financial goals.

14

Financial Stress:* This field is required.How often do you feel stressed about your financial situation?

Rarely or never

Occasionally

Frequently

Constantly

15

When It Comes To Your Credit and/or Finances, What Concerns You The Most?* This field is required. What keeps you up at night? Don't be afraid to elaborate

16

If there is a plan, pathway and process in place to help you get results and reach your goals (of living the life and lifestyle you desire), how much do you have to invest in yourself?* This field is required.Example: You have over $30,000 in debt and/or bad credit to remove in order to begin moving forward with your financial life on track. What are you willing to invest in yourself to reach those goals you desire to have?

$500.00 - $1,000.00

$1,000.00 - $5,000.00

$5,000.00 - $10,000.00

$10,000.00+

Open To Discuss

17

How would you best describe the life you desire to live?* This field is required. You've answered questions to your current reality, now use this space to tell me the life and lifestyle you desire to have.

18

How Did You Learn About Our Services* This field is required.If you came through a broker just put "OTHER"

Facebook

Instagram

Referred by Friend or Family Member

Postcard Mailer

Google Search

Email Message

Other

19

Because I receive quite a few applications weekly, tell me why you would be a great candidate to work with?* This field is required.