Please complete before attending the Millionaire Maker Meetup & Marketplace.

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1. First Name

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2. Last Name

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3. ZOOM account email? [For breakout rooms]

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4. Age

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5. Martial Status 

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6. How do you make money?

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7. How much money do you need each month to be comfortable?

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8. What would you like to accomplish in the next 12 months?

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9. How long have you been thinking about making a change?

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10. What have you done in the past to create a solution?

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11. What plan is in place now?

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12. How much did you pay in taxes last year?

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13. Do you own any real estate?

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14. How much equity in your real estate properties?

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15. How much money do you have outside of retirement plans? Personal checking, savings, CD's, mutual funds, stocks, and annuities.

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16. How much money do you have in business checking and business savings?

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17. How much money do you have in retirement plans total?

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18. What is your credit score?

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19. Investment cards; what kind of investment or credit cards do you have and what is the limit on each?

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20. How much do you owe on each?

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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
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i We adjusted the number you entered based on the slider’s scale.

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22. How would you describe yourself financially?

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23. What do you feel is your biggest obstacle to success?

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24. How coachable or trainable would you say you are?

0 10
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i We adjusted the number you entered based on the slider’s scale.

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