Pre-Vision Assessment™

This short reflection helps you discover where you are in your re-building journey and whether you are ready for a guided strategy to create wealth, confidence, and purpose in your next chapter (takes 5 minutes). Be honest...This is your mirror moment.

Please fill in your information below and click Next.

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Business Name

Business Industry

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Which best describes your current life season?

Recently divorced or separated

Empty nester / kids grown

Career pivot or retirement

Healing after loss or major health shift

Ready to reinvent. I just don't know where to start.

When you think about your next chapter, what is the first emotion you feel?

Fear / uncertainty

Hopeful but overwhelmed

Curious and motivated

Clear and ready to take action

How confident do you feel about your financial future?

1 - Terrified, I avoid thinking about it

2 - I'm surviving, not thriving

3 - I'm stable, but not where I want to be

4 - I'm building, learning, and growing

5 - I feel empowered and on track

What does "wealth" mean to you right now?

Security and peace of mind

Freedom to choose how I spend my time

Impact - leaving a legacy that lasts

All of the above

Which statement feels most true for you today?

I'm unsure how to begin building wealth through real estate

I've dabbled, but haven't seen consistent results

I've done well, but want to scale or diversify

I'm ready to turn my experience into a million dollar portfolio

What is holding you back most right now?

Fear of failure or risk

Lack of a clear plan or mentorship

Time and energy to focus

Emotional exhaustion from recent life events

None of the above - I'm ready

How supported do you feel in your current environment (emotionally, professionally, spiritually)?

1 - Very isolated

2-3 - I have some support but not enough

4-5 - I have good support, but crave a deeper community

6+ - I'm surrounded by people who elevate me

What would change in your life if you fully trusted yourself?

If you could rebuild any area of your life with a mentor and plan, what would it be first?

Which statement best describes your readiness to take action?

I'm thinking about change, but not ready yet.

I'm exploring options - I just need clarity

I'm ready to invest time and energy into a plan

I'm ready now, I just need the right mentor

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