1.) When you think about your financial future, what matters most to you? *

A. Building and leading a legacy

B. Strategic long-term planning

C. Feeling secure and protected

D. Staying aligned with your personal values

2.) How do you typically make big financial decisions? *

A. I go with my gut and lead with vision

B. I do the research and look at the data

C. I lean on trusted advisors and protect what I have

D. I ask, "What feels right for me and my family?"

3.) Which phrase feels most true? *

A. I want to make a meaningful impact.

B. I want to make smart decisions that stand the test of time.

C. I want to make sure my family is always protected.

D. I want to live in alignment with what I believe.

4.) What’s your biggest financial challenge right now? *

A. Leading through complexity

B. Managing and optimizing multiple moving parts

C. Feeling like I’m always bracing for the unexpected

D. Balancing money and meaning

5.) When life throws a curveball, you: *

A. Step up and take charge

B. Reassess and adjust the plan

C. Look for the safest path forward

D. Reflect on your priorities and values

Full Name

Phone *

Email *

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