1. What has prevented you from accomplishing your goals so far?

1. What is your vision for your wealth and how it serves your goals and desires?

1. What will have had to happen a year from now for you to feel successful?

1. How would you prioritize the following based on what you are looking for?

   1. –12345Independent guidance
   2. –12345Wealth Coaching & Education
   3. –12345Entrepreneurial Wealth Perspective
   4. –12345Financial Strategy
   5. –12345Group Mind-Share

1. What type of wealth/life related guidance are you currently engaging?

   Financial AdvisorFamily CFOFamily OfficeLife CoachCEO Peer Group (YPO, EO, Vistage, etc.)

1. Rank the following in the order of importance:

   1. –12345Return on Life Experience
   2. –12345Financial Growth
   3. –12345Minimize Tax
   4. –12345Legacy
   5. –12345Maximizing the Value of My Business

1. Do you currently own a business?

   YesRecently ExitedNo

1. If so, tell us about your business:

1. What is your net worth, inclusive of your business?

   Up to $5m$5m to $20m$20m to $100mMore than $100m

1. As a business owner & entrepreneur, what are your unique strengths?

1. How did you hear about us? If referral, who?

1. From what coaching or collaborative organizations do you currently have a membership?

How Do We Reach You?