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What Keeps You Up At Night?
Take a quick moment to complete this short questionnaire—so we can better understand where you are, where you want to go and where you want to grow to financially.
16
Questions
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1
Name
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First Name
Last Name
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2
Email
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example@example.com
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3
Phone Number
*
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Cell Phone Preferred
Area Code
Phone Number
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4
If you own a business, what is your average monthly revenue or If you are employed, what is your current annual income?
*
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Current Income Snapshot
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5
Based on the plans you had for your life 5–10 years ago…
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Yes, I’m exactly where I planned to be
Somewhat, but not fully
No, I’m far from where I expected to be
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6
Without hesitation — do you feel your financial future is secure?
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Absolutely
I hope so
No, and that worries me
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7
How important is it for you to find real solutions to the financial challenges troubling you?
*
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It’s a priority
It’s important but not urgent
I’m just exploring options
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8
If you decided to change your financial trajectory, how soon are you looking for resolution?
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Immediately
Within 2 weeks
Within 1 month
Within 3–6 months
Within a year
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9
If you could design your ideal life and lifestyle over the next 3–5 years, what would it look like?
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10
Do you believe your current income reflects your true earning potential?
*
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Yes
No, I know I should be earning more
I honestly don’t know
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11
Do you believe your financial situation is:
*
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Fully within your control
Somewhat within your control
Mostly outside your control
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12
When you think about money, what emotion comes up most often?
*
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Confidence
Stress
Frustration
Fear
Motivation
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13
What are the top 3 things that are troubling you financially and socially that bring you shame, guilt and disgust, that's keeping you up at night?
*
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Top 3 things about your life that trouble you the most that you definitely MUST change
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14
If you could have the life/lifestyle you desired today, what would that look like for you?
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15
When it comes to investing in yourself financially, do you:
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Act quickly when you see value
Need time to think
Often delay decisions
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16
How Did You Learn About Us/Who Referred You?
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If referred by a person put their name in the space. Otherwise, add your source (email, facebook, TikTok, Instagram, etc)
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