Crystal Lynn Thomas - Born To Prosper www.crystallynnthomas.com

Wealth Building Survey

Affording your lifestyle and investing in your future starts now! This 9 question survey will help us both understand your needs and how we can help you stay on course to building wealth for you and your family! You were born to prosper so let's get started! Lynn

1.Rate your level of interest in learning about personal finance topics

Extremely interested

Very interested

Somewhat interested

Not so interested

2.I would be interested in taking a professional personal finance course of these topics (check all that apply)

Credit repair to finance home, auto, business, etc.

How to maximize income potential/build assets

Customizing a budget/spend plan to save for my future

How to reduce expenditures/debt to enjoy life more (i.e. travel, vacation, etc.)

How to use insurance to protect assets, income and loved ones

Saving for and buying my first home, dream home or rental properties

Saving for and buying my first car, dream car or recreational vehicles

Planning for and enjoying retirement

Investing in the stock market to build wealth

Starting a business

Learning more about real estate for income

3.I would follow a plan to achieve financial security if (check all that apply)

It was easy to understand

The sacrifice and effort were achievable

Action was clear to reach my goals

4.What motivates you to take positive financial actions?

When I have a clear path to see my progress

Have an accountability Partner

I am pretty motivated

5.With an increase in financial knowledge, I will be better able to support (check all that apply)

Myself

My loved ones/dependents

6.We all have a money relationship...what's yours?

Penny Pitcher

Over Spender

Balanced Spender

Investor

7.What are your financial goals?

Recover financially...things happen and I want to get back on track

Build....I want to build on the wealth I have been able to save/invest

Grow...I want to learn realistic ways to grow my wealth

Maintain...I want to maintain my wealth for me, my family and future generations to come

8.What is your approximate average household income?

$0-$24,999

$25,000-$49,999

$50,000-$74,999

$75,000-$99,999

$100,000 and up

9.What is your gender?

Female

Male

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