Questionnaire SBWealthCoach Free Wealth Strategy Assessment Answer a few quick questions to see how you can improve your returns, cut fees, and take control of your financial future. 1. Investment Frustration Check-In I’m tired of paying high fees My investments feel like they’re on autopilot My advisor doesn’t understand my goals I’m frustrated seeing mediocre returns I want more control 2. Your Current Financial Picture What are your current investable assets? — Select an option — $50K – $100K $100K – $250K $250K – $500K $500K – $1M Over $1M How much are you paying in annual investment fees? — Select an option — I don’t know Under $2,500 $2,500 – $5,000 $5,000 – $10,000 Over $10,000 3. Pinpoint Your Investment Pain Biggest challenge? I don’t have a clear strategy I’m not sure I’m diversified I panic during downturns I don’t know if I’m retirement-ready I feel like I’m missing out Lost money from emotional decisions? Yes No Not sure Concerned about retirement lifestyle? Yes No Somewhat 4. Your Motivation & Goals If you had a magic wand, what would your financial future look like? Biggest mistake you never want to repeat? Urgency to improve your strategy (1–10)? What would make you feel financially confident? 5. Commitment to Change Willing to learn wealth-building strategies? Yes No Maybe Interested in a free personalized wealth assessment? Yes No Need more info When are you ready to make changes? Immediately Within 30 days Within 3 months Just exploring 6. Decision-Making Insights Who else is involved in your financial decisions? Have you worked with a coach or advisor before? How was it? What would convince you to try a new approach? 7. Let’s Connect First Name: Email: Phone (optional): Preferred contact method: Email Phone SMS Best time for a quick FREE 15-min consultation: Morning Afternoon Evening Weekend Specify below Get My Personalized Wealth Strategy
