Please answer these questions, so we can determine how to best support you secure a financially free life you love. Step 1 of 7 14% Personal Information (Everything you share is confidential and will not be shared!)Name* First Last TelephoneEmail Address* Current Personal Status Single Married Significant Other Widowed Divorced Describe your plan if you have one and where you need help.*Which elements does your plan include (Foundation-inner game and mindset; Strategy-your plan and what you will do; Execution-your step-by-step daily action, so you know exactly what to do)?*Describe your dream life* Share your top 1-3 Personal Objectives*Share your two biggest challengesHow much money do you earn each month?*How much money do you spend each month?*How much money do you save each month?* Do you have your goals in writing?* Yes No Please share two of your top goals.What do you do for fun?What are your biggest barriers that are keeping you from achieving your desired results (money, time, resources, not knowing what to do)?*Are you committed to do the work and achieve your desired result?* Yes No Do you weigh your ideal weight?* Yes No How much do you weigh?If you want to lose weight, how much?Do you get at least 30 minutes of exercise each day?* Yes No Do you typically have insomnia?* Yes No Do you have an advisor or team of advisors? (CFP, attorney, or CPA)* What are your priorities and objectives?* Select All I want to know things are taken care of More free time Stop worrying about money Save more money Spend less money Create a plan to secure my retirement What else getting in your way (check all that apply)?* Lack of financial resources I don’t know what to do Challenge focusing I need a plan Are you ready to do the work, you need to do, to achieve your desired goals?* Yes No Are you coachable (meaning you will make the behavorial changes to achieve your desired result)?* Yes No Why should your application be considered for The Wealth Academy?*What’s your timeline for creating a plan and taking action so you can get your desired results?* As soon as possible In 2-3 months In 3-6 months Once I have more money Thank you for completing The Wealth Academy application. We will review and determine how we can best support you. Δ
