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1. What best describes you?

31-40

41-50

51-60

61-70

Under 30

Over 70

2. How would you describe your financial goals for the next 3–5 years?

Build generational wealth for my family

Improve tax strategy and protect my assets

Diversify into crypto and/or real estate

Create long-term financial freedom

I’m just exploring / not sure yet

3. Which assets do you currently hold? (Select all that apply)

401(k) or retirement accounts

Real estate or land

Roth IRA

Cryptocurrency

Business ownership or LLC

None of the above

4. How soon would you be ready to begin implementing a generational wealth plan?

Immediately

Within 30 days

Within 60–90 days

I'm not ready to take action

5. Are you booking this call for educational curiosity or because you'd like to create a long-term plan?

I’d like to create a long-term plan

I'm looking to advance my current strategy

Just curious / gathering information

6. What are you desiring to invest over the next 6–12 months?

Under $10,000

$10,000–$25,000

$25,000–$50,000

$50,000–$100,000

$100,000 - $1 M

$1 M +

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