Family Wealth Builder Survey

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This will help determine if we are a good fit to work together.

Email *

What is your name? *

What is your email address? *

What is your phone number? *

How wealthy do you feel?

Broke

Loaded

Clear selection

How many streams of income do you have?

More than 3

Clear selection

What are you interested in learning about?

Stocks

Bonds

Retirement Planning

ETFs and Mutual Funds

Real Estate

Precious Metals

Crypto

Do you feel like you are building wealth or just spending what you earn?

Spending what I earn

Building wealth

Other:

Clear selection

What is your financial vision for the future? *

Include your goals for different timeframes, for example, 6 months, 1 year, 5 years, 10 years, retirement

What are the biggest challenges you face with managing your money? *

How much time do you want to spend managing your investments? *

None

1 hour per week

3 hours per week

5 hours per week

10 hours per week

20 hours per week

40 hours per week

Do you feel you know how to manage your money to hit your dream wealth goals? *

Extremely Unsure

Extremely Confident

Do you know what your dream life will cost you? *

Yes

I have an idea

Do you have a financial advisor or consultant? If so, what do they charge? *

Fee-based structure, not tied to assets

0.5% Management Fee on assets under management

1.0% Management Fee on assets under management

1.5% Management Fee on assets under management

Other:

How much are you willing to pay to develop a comprehensive investment strategy that you have a high degree of confidence in implementing? *

$1,000-$3,000

$3,000-$5,000

$5000-$10,000

$10,000-$20,000

Are there any other notes you would like to share? *

Submit

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