This is VERY IMPORTANT, so that I’m properly prepared for our call and can provide you with the most value.

Please Note:
If appropriate, we may take up to 30 minutes during this session.

Talk to you soon,


Your best email address*

Best Phone Number*

Why are you now looking for help?*
(check all that apply)

 To get out of debt
 To start a business
 To become more profitable
 To attract more clients
 To streamline my business or marketing plan

Approximately how much money do you make each month?*
Please use the Net amount, or the amount that you take home after taxes.

Approximately how much money do you spend each month?*

What is your approximate Net Worth (Your Assets minus your Liabilities)?*
If you don’t know, just guess. (i.e. If you have $200K in your 401k and have $10,000 credit card debt, your Net Worth is $190,000)

Why is it so IMPORTANT for you to get help?*
i.e. What could happen if you don’t get help and nothing changes?

Give me a completely raw, unedited explanation of why you are not hitting your financial goals and why you are SERIOUS about taking massive action now?*

What is the level of urgency you have around taking action and implementing proven strategies to create success in your finances or business?*

 Very soon, I’ve been struggling for a while and am ready to take action. I just need guidance.

Complete this sentence: When working on my business or dealing with money, I am:*

 “Procrastinator” who decided YES but then doesn’t pull the trigger until the opportunity has passed/

Please select which best describes your Financial Resources:*

 I have access to financial resources and will invest if I believe the value is greater than my investment
 I don’t have any financial resources and just want help getting started

What do you hope to gain from our conversation?