Wealth Building Goals
What's your primary wealth-building objective?
Wealth Building Goals
What does financial success look like to you?
Risk Tolerance & Timeline
How do you prefer to approach financial risk?
Risk Tolerance & Timeline
What's your wealth-building timeline?
Skills & Interests
Question 5: Which area excites you most?
Skills & Interests
Question 6: What's your current skill level?
Learning Style & Resources
Question 7: How do you prefer to learn?
Learning Style & Resources
Question 8: What resources can you dedicate?