To truly leverage the information you receive in the free chapter of
, it's important to start thinking about your current wealth strategy. The next 5 questions will help you do this.
After the last question, you will enter your information to receive your free chapter.
Question 1 of 5
Which one of the following best describes your current wealth strategy?
I don't have well-defined wealth goals.
I have well-defined wealth goals but don't have a clear action plan on how to achieve those goals.
I have well-defined wealth goals and a clear action plan to achieve those goals.
Question 2 of 5
Which one of the following best describes your income today?
Most of my income is earned. I have low / no passive income.
My earned income and passive income is about the same.
Most of my income is passive. I have low / no earned income.
Question 3 of 5
Which one of the following best describes your current role in your wealth strategy?
I do everything.
I have a few advisors / team members who help me.
I don't do much and my advisors / team members do the majority of the work.
Question 4 of 5
What is the biggest obstacle in your wealth strategy for you currently?
I don't know how to get started.
I don't have the time to spend on it.
I don't have the money for it.
Question 5 of 5
I am willing to: (check all that apply)
Dedicate time to learn more about how to create a successful wealth strategy.
Do the work necessary to create a successful wealth strategy.
Meet with a wealth strategist on a regular basis.
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