Do you know your current credit score?
Above 700
650–699
Below 650
No idea
Any late payments in past 12 months?
None
1–2
3+
How many months of expenses do you have saved?
3+
1–2
None
Do you have active life insurance or emergency coverage?
Fully covered
Some
None
Do you get a large tax refund every year?
Break even
Small
Large
Do you follow a written monthly budget?
Always
Sometimes
Never
Do you have a structured debt payoff plan?
Yes
Somewhat
No
Do you regularly have money left after expenses?
Always
Sometimes
Rarely
Do you direct part of your paycheck toward growth (business, investments, etc.)?
Every paycheck
Occasionally
Never
Do you earn or plan to earn money outside your job?
Yes
Planning
No
Do you actively contribute to investments or retirement?
Yes
Sometimes
No
Do you invest in personal growth (books, courses, mentorship)?
Consistently
Occasionally
Never
Do you have a written wealth or legacy plan?
Yes
Working on it
No
Full Name
Email
*
Phone
*