Financial Status Check — Birthday Edition

Welcome to your Financial Status Check.
This assessment helps us evaluate your credit, tax, and funding readiness so we can prescribe the best financial recovery plan.

✅ STEP 1 — CONTACT INFORMATION

Full Name *

Email *

Phone *

Preferred Contact Method

Phone Call

Email

Text

💳 STEP 2 — FINANCIAL VITALS

Have you filed your 2025 taxes yet?

Yes - Already Filed

Not Yet

Need Help Filing

Unsure

What's your employment status?

W2 Employee

Self Employed

Both

Currently Unemployed

Do you own a business or a LLC?

Yes

No

Planning to start one

🧾 STEP 3 — CREDIT HEALTH CHECK

Do you currently have negative items on your credit?

Yes

No

Not Sure

Have you been denied credit recently?

Yes

No

Do you monitor your credit?

Yes

No

💰 STEP 4 — FINANCIAL GOALS

🏦 STEP 5 — FUNDING & READINESS

Have you ever applied for business or personal funding?

Approved

Denied

Never Applied

🚨 STEP 6 — FINANCIAL RISK INDICATOR

(Positioning Question — DO NOT SKIP)

Which best describes your current financial situation?

I just need optimization

I’m rebuilding financially

I’m starting over

I need urgent financial help

🎯 STEP 7 — COMMITMENT FILTER

(This pre-qualifies buyers)

If a customized financial plan is recommended, are you prepared to take action within the next 30 days?

Yes - Ready Now

Possibly

Just Exploring Options

🎁 FINAL QUESTION (Lead Segmentation GOLD)