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THREE ACORNS QUALIFIER
1.
Thinking about Investing Principles, are you aware of the 7 Levels that comprise the
Financial Fortress?
Yes
No
2.
Every Investor has Individual Goals, Timelines and expected Rates of Return. In order to accomplish your goals, do you know your
Personal Investment Number?
Yes
No
3.
93% of Canadians don't
have a written
Wealth
Plan for 2025.
This will result in years of unnecessary Work, Debt and Taxes. Whereas, a Wealth Blueprint tells you exactly what to do each month, to achieve three major goals. This is a critical step. Would you like our help to create one for you this month?
Yes
No
4.
How much do you personally have invested in
RRSPs?
Less than $5,000
Less than $25,000
Less than $100,000
More than $100,000
5.
How much does your Spouse/Partner have invested in
RRSPs?
Less than $5,000
Less than $25,000
Less than $100,000
More than $100,000
6.
The Rich don't invest in RRSPs. The
THREE ACORNS STRATEGY
provides monthly tax deductions, but is subject to only half the taxation at withdrawal and delivers up to
3X
Expected Returns
.
Would you like to be taught how?
Yes
No
7.
How much do you have invested in
Non-Registered/Open Investments?
Less than $5,000
Less than $25,000
Less than $100,000
More than $100,000
8.
How much does your Spouse/Partner have invested in
Non-Registered/Open Investments?
Less than $5,000
Less than $25,000
Less than $100,000
More than $100,000
9.
How much do you have invested in
TFSAs?
Less than $5,000
Less than $25,000
Less than $100,000
More than $100,000
10.
How much do your Spouse/Partner have invested in
TFSAs?
Less than $5,000
Less than $25,000
Less than $100,000
More than $100,000
11.
Assuming you wanted to hire us to assist in your Wealth Creation, how much could you begin to invest on a monthly basis?
Less than $250
Less than $500
Less than $1,000
More than $1,000
12.
NOTES
13.
AFFILIATE/PERSON WHO REFERRED YOU?
14.
Client Information
Name
Email Address
Phone Number
Current Progress,
0 of 14 answered