First Name *

Last Name *

Email *

Phone

Section 1: Mindset Around Money (4 questions):

1. Do you get excited about building wealth through long-term strategies? *

Yes

2. Do financial losses keep you up at night? *

Yes

3. Do you believe that money is a tool? *

Yes

4. Have you ever avoided checking your bank account or credit card balance out of fear? *

Yes

Section 2: Spending & Lifestyle Habits

(4 questions)

5. Do you regularly use credit cards to cover basic living expenses? *

Yes

6. Do you have subscriptions or services you pay for monthly that you rarely use? *

Yes

7. Do you usually spend money based on how much is in your account rather than following a budget? *

Yes

8. Have you made a large purchase recently without planning for it or comparing options? *

Yes

Section 3: Savings & Safety Nets (4 questions):

9. Do you have at least three months of living expenses saved in an emergency fund? *

Yes

10. Do you contribute regularly to a savings or retirement account? *

Yes

11. If you lost your primary income today, would you be financially okay for at least 60 days? *

Yes

12. Have you ever stopped saving in order to pay off debt? *

Yes

Section 4: Investing Style & Risk Appetite (4 questions):

13. Have you ever made an investment that lost money, and still continued investing? *

Yes

14. Do you prefer guaranteed returns over the chance to earn more? *

Yes

15. Have you ever invested in stocks, crypto, real estate, or a business venture? *

Yes

16. Do temporary drops in your investmentscause you to second-guess your decisions? *

Yes

Section 5: Debt & Leverage (4 questions)

17. Do you have a plan for paying off your debt (if applicable)? *

Yes

18. Do you currently have a strategy that allows you to pay off debt while still saving or investing? *

Yes

19. Have you ever used borrowed money strategically to create new income streams? *

Yes

20. Would you consider using financial tools that allow you to control debt and build wealth at the same time? *

Yes