Wealth Wellness Path Finder

1
What best describes your work situation?
Traditional Employee - W-2 employee with steady salary
Business Owner - I own and operate my own business or practice
Self-Employed/Freelancer - Independent contractor, consultant, or freelancer
Mixed - Combination of employment and business/freelance income
Retired/Semi-Retired - No longer working full-time
Other - not listed
2
Where are you in your wealth-building journey?* This field is required.
Foundation Building - Early career, building emergency fund, getting started with investments
Growth & Accumulation - Established income, growing investments, planning ahead
Wealth Optimization - Significant assets, focused on tax efficiency and growth
Pre-Retirement - Transition planning, retirement income strategies
Retirement - Managing and preserving wealth, legacy planning
3
What's the approximate value of your current investment accounts (401k, IRA, taxable accounts)?* This field is required.
Under $100,000 - Building my foundation
$100,000 - $500,000 - Growing my money
$500,000 - $1,500,000 - Substantial portfolio
Over $1,500,000 - Significant wealth to manage
4
How do you prefer to handle your financial decisions?* This field is required.
DIY with Guidance - I like making decisions myself but want professional advice and a clear plan
Collaborative Partnership - I want ongoing professional management with regular input
Hands-Off Management - I prefer to delegate day-to-day investment decisions to a professional
5
What's your primary timeline for financial guidance?* This field is required.
Project-Based - I need a comprehensive plan now, then I'll manage implementation
Ongoing Partnership - I want continuous guidance as my life evolves
Major Life Event - I have a specific transition (retirement, inheritance, business sale) to navigate
6
Which statement resonates most with your current financial stress level?* This field is required.
Seeking Clarity - "I need a clear roadmap and confidence in my financial direction"
Managing Complexity - "I have multiple moving parts and need ongoing coordination"
Variable Income Stress - "My irregular income makes financial planning feel difficult"
Optimizing Performance - "I want professional management to help me maximize my wealth growth"
Life Transition Support - "I'm facing a major change and need specialized guidance"
7
What matters most in your financial relationship?* This field is required.
Transparent Information - Understanding the 'why' behind every recommendation
Stress Reduction - Having a professional handle the details while I focus on life
Value-Based Decisions - Ensuring my money aligns with my personal values
Holistic Wellness - Integrating financial health with my overall wellbeing
8
What's your biggest financial concern right now?* This field is required.
Getting Started Right - Making sure I'm building a solid foundation
Cash Flow Management - Managing irregular income and business expenses
Tax Optimization - Minimizing what I pay and maximizing what I keep
Investment Performance - Ensuring my portfolio is working as hard as possible
Retirement Readiness - Knowing I'm on track for the retirement I want
Legacy Planning - Protecting and transferring wealth to next generation
9
What's your name?* This field is required.
10
What's your email address?* This field is required.We'll send your personalized results here
example@example.com
11
Phone number (optional)If you'd like us to call you to discuss your results
Please enter a valid phone number
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