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Millionaire Maker Meetup & Marketplace Profile
Please complete before attending the Millionaire Maker Meetup & Marketplace.
1.
First Name
2.
Last Name
3.
ZOOM account email? [For breakout rooms]
4.
Age
5.
Martial Status
Single
Married
Divorced
Widowed
Domestic Partnership
Other (please specify)
6.
How do you make money?
Job-Salary
Business-Salary
Passive Income - Rentals, MLM, etc
Other (please specify)
7.
How much money do you need each month to be comfortable?
8.
What would you like to accomplish in the next 12 months?
9.
How long have you been thinking about making a change?
10.
What have you done in the past to create a solution?
11.
What plan is in place now?
12.
How much did you pay in taxes last year?
13.
Do you own any real estate?
Yes
No
14.
How much equity in your real estate properties?
15.
How much money do you have outside of retirement plans? Personal checking, savings, CD's, mutual funds, stocks, and annuities.
16.
How much money do you have in business checking and business savings?
17.
How much money do you have in retirement plans total?
18.
What is your credit score?
19.
Investment cards; what kind of investment or credit cards do you have and what is the limit on each?
20.
How much do you owe on each?
21.
How confident are you that this can be a lucrative business worth your investment of time and money to pursue? (Scale of 1 to 10)
0
10
Clear
22.
How would you describe yourself financially?
Getting Ahead
Breaking Even
Falling Behind
Other (please specify)
23.
What do you feel is your biggest obstacle to success?
24.
How coachable or trainable would you say you are?
0
10
Clear