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Question 1 of 5
How would you describe your current financial situation?
A - I’m just starting out and need help understanding the basics.
B - I have a budget and some savings but need structure and support.
C - I’m financially stable but want to build legacy wealth with expert help.
Question 2 of 5
How comfortable are you with creating and sticking to a financial plan?
A - Not at all – I get overwhelmed easily
B - Somewhat – I need help staying accountable
C - Very comfortable – I want custom strategy and insights
Question 3 of 5
How do you prefer to learn and grow?
A - On my own time, using tools and templates
B - In a group with people on a similar journey
C - With 1-on-1 guidance tailored to me
Question 4 of 5
What’s your current goal?
A - To finally start budgeting, saving, and paying off debt
B - To gain control and consistency with money habits
C - To build, protect, and transfer wealth
Question 5 of 5
Which statement feels most true?
A - I’m not ready for coaching but need tools to get started
B - I’d benefit from support and interaction
C - I want personalized coaching with measurable results