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Pantheon Mastermind & Family Office
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First Name:
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Last Name:
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Email:
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Home Address:
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How did you hear about The Pantheon Mastermind & Family Office?
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What is your current personal vision statement?
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Your answer
What are your top 5 core values?
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If you had all the money you needed WHAT would you be doing? WHO would you be with? and WHERE would you be?
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Do you have an existing wealth strategy?
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Do you have a wealth strategy dashboard that provides key performance indicators and actionable information that empowers you to reach your goals?
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Do you have a Dream Team of advisors that will help you reach your goals?
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What are you looking to gain from your participation in the Mastermind?
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Are you an accredited investor?
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Yes
No
Occupation:
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What does your current investment portfolio consist of?
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How much do you invest each year?
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Do you have a portfolio value goal?
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Do you have a passive income goal?
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What is your current tax rate?
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Are there any target areas in your wealth strategy you need the most help with?
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Do you have a growth mindset?
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No
Are you willing to give to others in the Mastermind to support their journey’s as well?
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