THE FINANCIAL FREEDOM READINESS SCORE™

SECTION 1: IDENTITY

Which best describes your current situation? *

I make good money but feel financially stuck

I’m comfortable, but my income depends on me

I’m building assets, but it feels slow

I already have passive income and want more

How would you describe your relationship with time?

Constantly busy and behind

Busy but manageable

Some flexibility, still tied to work

Mostly in control of my time

What frustrates you most financially?

Income stops if I stop working

No clear exit plan

Progress feels slow

I want more leverage

SECTION 2: INCOME & CASH FLOW

Annual household income?

Under $75k

$75k–$150k

$150k–$300k

$300k+

Monthly free cash flow?

None

$500 – $1,500

$1,500 – $3,500

$3,500+

If you stopped working, how long does income last?

Stops immediately

< 3 months

3–12 months

Indefinitely

SECTION 3: CREDIT & LEVERAGE

Credit profile?

Needs work

Fair

Strong (700+)

Excellent (750+)

Comfort using credit to build assets?

Very uncomfortable

Cautious

Comfortable with guidance

Very comfortable

Experience using leverage for assets?

None

Minimal

Some

Experienced

SECTION 4: ASSETS & INTENT

Current income-producing assets?

None

One

2–5

6+

Which best describes you?

I want passive income without another job

I want to learn clearly before acting

I want to observe professionals first

I want it done for me

SECTION 5: TIMELINE & READINESS

When do you want financial freedom?

ASAP

3 years

5 years

10 years

What would change most if income didn’t depend on you?

Less stress

More time

Better lifestyle

All of the above

How serious are you about changing your financial future?

Just exploring

Researching

Ready soon

Ready now