Wealth Coaching Intro Survey

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This survey will help me serve you better in our Group Wealth Coaching classes. Your answers are confidential.

Your name:

Your email:
*

Your age group (check which applies):

20s

30s

40s

50s

60s+

What was the major reason you decided to join the program?

What excites you most when envisioning your financial independence?

What is holding you back from feeling confident in the choices you’re currently making with your money?

What are your top 2 money goals?

What are you looking to gain most from this program (check all that apply)?

Pay off more debt

Increase savings

Protect my assets

Build my savings more

Know if I will have enough money for retirement

Understand investing better or become more advanced in my knowledge

Construct a better investment portfolio that aligns with my goals

Understand my company retirement plan

Understand my stock based compensation from work

Get more organized as a business owner/freelancer

Plan for retirement as a business owner

Understand my taxes so that I can strategize better

Implement tax strategies that will help me keep more of my money

Get through some money mental blocks that I am experiencing

Have accountability

What is the best class time for your schedule?

2pm EST

6pm EST

7pm EST

8pm EST

Other:

Anything else that you’d like to share or gain from the program not already discussed?

Submit

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