Budget Overhaul Intake Survey

WealthBattle.com helps individuals build budgets, destroy debt, and open bulletproof banks. At the end of this survey you will have the opportunity to schedule a 90 minute budget overhaul that will kickstart you into a path of financial power.

Your Info

First Name *

Last Name *

Email *

Phone *

I Consent to Receive E-mail and SMS Notifications on Meetings, events, reminders, billing, alerts & Occasional Marketing Communication from WealthBattle.com

Discord ID - Join @ WealthBattle.com/Discord

Birthday 🥳

3 common financial analysis.

1 - THE DEBTOR runs up the credit card bill - accruing interest, increasing debt loads, and expanding the gap from wealth accumulation. 😭

The Debtor is Overleveraged.

____________

2 - THE SAVER spends money and resets their level of wealth. The opportunity cost of deploying cash leads to suboptimal accumulation of wealth. 😔

The Saver is Underleveraged.

____________

3 - THE WEALTH BATTLER uses tools like Bulletproof Banking to Grow, Protect & Use their funds throughout life. 😇

The Wealth Battler is Winning.

Financial Literacy + Goals

If you could level up your Financial IQ, what would that unlock for you personally?

How financially literate are you?

Do you have debt that you want to destroy? *

Yes

Describe what plan you have right now for eliminating your current debts. (We'll get in to the specific amounts later in the survey.)

Describe why you want to eliminate your Debt. Is it emotional? Mathematical? Both?

Here's a quick overview of Wealth Battle's debt destroyer. We can discuss the details during the budget meeting. The Debt Destroyer is a calculator to understand the math behind your personal or business debts.

If you have more than $50,000 in debt. Wealth Battle can generally help you save thousands in interest and years of indebtedness. First, we examine the math and creating a plan to maximize your financial potential.

Address

City

Postal code

State *

Country

Marital Status *

Briefly describe your Household / Family dynamic + Structure

Spouse Name (If applicable)

# of Dependants *

Budget = Financial GPS

A GPS takes two pieces of information.

Where am I now
Where am I going

Then a GPS generates simple turn by turn directions to take from start to finish.

A good budget functions like a financial GPS.

- Input where are you now financially

- Input where you want to be

then the budget will tell you the math on how to get from start to finish financially!

The next page will ask for the answers to these questions. Try to be as accurate as you can (to the penny) the better your answers are here, the more accurate your budget will be!

Financial GPS Questions

"Where am I now?"

Household Income (Yearly Estimated)

Current Checking Account Balance

Current Balance in Savings

Physical cash on hand

Retirement accounts (Estimated Total)

Credit Cards + Balances

Financial GPS Questions

"Where am I going?"

Estimate what you think you'll spend in the future on these categories. If you aren't sure of a specific amount, overestimate to where you are confident that a month can be paid in full.

Do you rent or own your residence?

Rent/Mortgage

Car Payment

Car Fuel

Groceries

Electricity

Internet

Natural Gas / Heating Oil

Phone Bill

Property Taxes (If non-escrowed)

Insurance (Auto+Medical)

Eating Out

Other Bill Categories - Amount