Section 1: Finances

Full Name *

Cell Phone *

Email *

(1 of 15) What is your income-to-expense ratio ("Surplus Ratio")? *

Less than 1-to-1 (I spend more than I make)

Around 1-to-1 (I'm breaking even)

2-to-1 or higher

5-to-1 or higher

Section 1: Finances (cont.)

(2 of 15) Do you have at least one year’s worth of living expenses saved?

No, but have 6 months worth

Yes

Section 1: Finances (cont.)

(3 of 15) What is your current credit score (or best guess)? *

Below 600

600–699

700 or higher

No credit score (no credit or not a US person)

Section 1: Finances (cont.)

(4 of 15) What is your approximate personal net worth (excluding your primary residence)? *

Less than $50,000

$50,000–$250,000

$250,000–$1 million

Over $1 million

Section 1: Finances (cont.)

Section 2: Time & Lifestyle

(7 of 15) How much discretionary time can you invest in creating new income streams?

Less than 10 hours per week

10–19 hours per week

20+ hours per week

Section 2: Time & Lifestyle (cont.)

(8 of 15) How would you describe your lifestyle and flexibility? *

Very little flexibility – full-time job or obligations

Some flexibility – part-time or freelance

High flexibility – open calendar

Section 3: Goals & Risk Tolerance

(10 of 15) What’s your current income goal? *

Start earning income ASAP

Build a second income stream

Scale an existing business

Invest capital and replace active income

Section 3: Goals & Risk Tolerance (cont.)

(11 of 15) How would you describe your risk tolerance? *

Low – I want a safe, proven plan

Moderate – I’ll take some risk for more return

High – I’m comfortable with big swings for bigger upside

Section 4: Self-Belief & Ownership

(12 of 15) How confident are you in your ability to execute on a new business opportunity if given the right support and guidance? *

I’m not confident at all — I tend to second-guess myself

I’m somewhat confident — I’ll try if I know someone’s helping

I’m confident — I believe I can succeed if the path is clear

I’m very confident — I trust myself and would bet on me

Section 5: Personality & Experience

(13 of 15) Which best describes your personality style? *

I love structure and step-by-step guidance

I enjoy building things from scratch and learning by doing

I’m analytical and love numbers or systems

I’m persuasive, social, and thrive on relationships

I’m highly creative and want to express that in my work

Section 5: Personality & Experience (cont.)

(14 of 15) What’s your professional experience level? *

Beginner (never started a business before)

Some experience (freelance, sales, or side hustle)

Established entrepreneur

Executive/investor/wealth-builder

Section 6: Clarity of Purpose

(15 of 15) How clear are you on the purpose of your life? *

I’m not sure what my purpose is

I have a general sense, but it’s not fully clear or actionable

I’m clear on my purpose but haven’t built my life around it yet

I have deep clarity and my life is actively aligned with my purpose