Please complete before attending the Virtual 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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