Please complete the application below so we can prepare for your appointment. If we do not receive your application, your appointment will be canceled.
First and last name
What is your current net income before taxes, from all of your business?
Less than $1,000 per month?
$1,000 - $5,000 per month?
$5,000 - $10,000 per month?
$10,000 - $20,000 per month?
$20,000 - $50,000 per month?
$50,000 per month or more?
What do you want your target monthly income to be, before taxes?
What is your current net worth?
I don't have any savings or retirement funds?
I have some money set aside but it's not to where it can support my future.
I'm almost to the level of my dream life.
What do you feel is your biggest obstacle to achieving your financial freedom?
Briefly describe your current business: Who do you serve? What do you sell? Is your business online or brick & mortar? What is your price point?
Please describe your current system for record keeping. Additionally, do you have professionals who assist you currently and how often do they work with you?
Right now, I ....
Have the financial resources to invest in growing my business.
Have access to the financial resources to invest in growing my business?
I don't have any financial resources at all and I'm not willing to do what it takes to find a way to invest in myself and business.
If someone advised me to spend money to hire a professional, I would....
Know that it is what any serious entrepreneur needs to do to become financially free.
Be curious to know what I need to do in order to work with a CPA, rather than just get my taxes done with a tax preparer.
Avoid it at all costs because I want to do things as cheaply as possible.
Our coaching team will call you. Please commit to following through with the application by typing this sentence in the box below. "Yes, I promise I will answer the phone for my breakthrough session when my coach calls me."
Please provide us three optional dates and times in the next week to call you.
Finally, on a scale of 1 to 10, how ready are you to have a plan to become financially free?
Send me a copy of my responses.
Page 1 of 1
Never submit passwords through Google Forms.
This content is neither created nor endorsed by Google.
Terms of Service