EPG ONBOARDING QUESTIONNAIRE

The purpose of this form is to help you implement EPG into your life so you can earn more money, protect the money you earn, and optimally grow that money.

This assessment determines:

•⁠ ⁠Where you are currently strong

•⁠ ⁠Where you are exposed

•⁠ ⁠Which EPG strategies apply to you right now

At the end, we will assess your answers and reach out to show you the best way to navigate EPG based on your current situation.

Welcome to the financial ark.

First Name *

Last Name *

Phone *

Email *

Primary Social Media *

Which best describes you right now? (Select all that apply)

What’s your #1 financial goal right now? (Select all that apply) *

Outside finance, what other areas are you interested in? (Select all that apply)

What is your current annual income? *

If your income stopped tomorrow, how long would you be okay? *

Which protection strategies do you currently have in place? (Multi-select)

How is your capital currently allocated? (Multi-select)

How do you feel about your current growth strategy? *

What is the outcome you are looking to achieve as a result of joining this community? (Select all that apply)

Are you open to professional guidance to structure this correctly? *