Financial Optionality Assessment

Basic Information

First Name

Last Name

Email

Phone

Age

Which best describes you?

When you think about success 3 to 5 years from now, what does that look like personally?

What would you want life to look like if work became optional?

Target annual income you would want your assets to generate

How confident are you that the future you want is achievable?

How important is it to get clarity now?

What matters most?

Retirement / investment accounts

Cash or liquid reserves

Are you saving regularly?

Annual savings amount

Do you have a coordinated financial plan?

Do you work with an advisor, CPA, attorney, or planning team?

What is working well, and what feels missing?

Do you know what your business is worth today?

How dependent is the business on you personally?

Do you have a successor or transition plan?

Do you have a clear strategy to convert business value into personal wealth?

What are the biggest risks to the value of the business?

What is the biggest obstacle to reaching your goals?

What financial decisions are you least confident about right now?

If nothing changed over the next 3 years, how would you feel?

How serious are you about putting a plan in place?

Are you looking for one-time advice or an ongoing relationship?

How open are you to implementing recommendations?

What would make this process feel valuable?

What would stop you from moving forward?