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1. What’s your #1 biggest financial struggle?
- I need to increase my monthly income
- I trade my time for money and need passive income streams
- I feel like I pay too much in taxes each year
- My investments are not performing well
2. What’s your biggest problem in your business?
- I need to increase my revenue
- My business has plateaued and isn’t scaling
- I feel like I should be keeping more of the money I make and utilizing a better tax strategy
- I’m more focused on finding investments with high returns (and lower risk)
- I don’t have a business
3. What kind of business entity do you have for your business or holdings?
- I don’t have one OR I operate as a sole proprietor
- I have an LLC
- I have a Corporation but don’t know if it was the right tax choice for me
- I have one for each of my businesses
4. How do you generate income?
- From a job (employee only)
- I have 1 income stream from my own business but I have no employees
- I have at least 2 income streams; businesses, investments, etc
- A combination of income streams from my businesses and my investments
5. What’s the biggest goal you have for this year?
- Higher cash flow
- To grow my business
- To see if I can pay less in taxes
- To get a better return on my investments
6. How much money do you make per year currently?
- Under $50,000
- Between $50,000 and $100,000
- Between $100,000 and $199,000
- $200,000 or more
7. What is your FICO credit score?
- Poor (579 or less)
- Not Good (580-669)
- Good (670-739)
- Very Good (740+)
8. Are you an accredited investor? (Your annual income has been $200,000+ for the past 2 years OR your net worth is $1 million or more)
- Yes
- No
9. What are your thoughts on using a mentor or coach to help achieve your goals?
- I have worked with mentors and benefited from it
- I have worked with a coach in the past but didn’t like it or it didn’t work for me
- I don’t need coaching help, I just need the answers
- I’ve never used a mentor or coach
10. What is the biggest thing you want in your life right now?
- More money
- More time
- To keep much more of the wealth I am building
- A purchase of some sort (car, house, boat, etc)
11. What’s your goal for investing your money?
- I don’t have enough money to invest right now
- I want to learn more and lead my own investments
- If I didn’t pay so much taxes in my business I would be investing more
- I want to find more investment opportunities off of Wall Street with high returns and a comfortable amount of risk
12. Do you have a tax and entity strategy you’re happy with?
- I don’t have an entity or specific tax strategy
- No, and I need a good strategy because I want to grow my business this year
- No, I pay a lot of taxes and feel like I could be saving a lot more with expert help
- Yes, but it could always be better

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