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* 1. CONGRATULATIONS!.... You are making the time to learn solutions and strategies for creating true legacy wealth for you and your family.  

We appreciate you completing these 10 questions because we respect your time.  

We value transparency.  We are committed to creating a safe space for honest and authentic communication to take place.

Our consulting team will review your answers and share specific solutions during your individual coaching session. 

After you complete this questionnaire, click the "Submit" button.

Once again, we appreciate you!

With Respect,

Marlon Smith 
he/him
Success By Choice -- The Real Money Coach

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* 2. What is your motivation in life?

  Strongly Disagree Disagree Neither Disagree Nor Agree Agree Strongly Agree
To make a positive difference in the world.
To earn a lot of money and be financially free.
To use my gifts and talents to the best of my ability.

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* 3. Why is MONEY important? (Share as much detail as you like.)

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* 4. As it relates to your money and creating wealth, what are your top-3 issues and/or needs that you want to receive insights and solutions? (Be Specific and Detailed.)

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* 5. Evaluate the following statements.

  Strongly Disagree Disagree Neither Disagree Nor Agree Agree Strongly Agree
I am doing GREAT in how I manage my money.
I am happy with how much money I am saving and investing.
I am implementing a SPECIFIC plan for increasing my wealth this year.

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* 6. Who did you learn from as it relates to managing your MONEY? (check all that apply)

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* 7. As it relates to MONEY, what are the Top-3 concerns that keep you up late at night?

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* 8. In what areas do you need to grow so you achieve greater results as it relates to MONEY? (check all that apply)

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* 9. What is your vision for Your IDEAL LIFE? (Share as much detail as you like.)

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* 10. What must you learn or do to achieve GREATER results this year and beyond?

WHY IS THIS AN ABSOLUTE MUST FOR YOU? (Share as much detail as you like.)

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