Wealth Building Coaching – FitAndSlimmerBody.com

Wealth-Building Coaching

Attain financial freedom and create a legacy with our wealth-building coaching. Our experts will guide you through strategic investment and wealth accumulation strategies.

Wealth Building (Financial) Coaching - Pre-Questionnaire

Whether you’re interested in getting a better understanding of your assets and liabilities, trying to figure how to change your financial situation. If you wish to take the guess work out of what life will look like when you retire, or looking to help your children pay for college, meeting your financial goals could depend, in large part, on the success of the you learning how to manage the money you make now and how to make more money! Your Coach or if you decide to assign up for the Weekly Group Coaching Program you will be learn our Goals-Based Wealth Management and Wealth Growth process designed to help you pursue your goals.

The Goals-Based Wealth Management process involves defining your attitudes toward money and assessing your financial situation. This questionnaire will assist you in discovering what financial future you wish and gather information about your goals and expenses, income, assets and liabilities.

As you will see, completing this questionnaire fully and providing detailed information will help you and your Coach to better understand who you are and what is important to you. Building on this foundation, your Coach will work with you to identify, define and prioritize your goals. This questionnaire will not only help your Coach collect information about your goals, but it’s also the first step in helping you have a dialogue about your financial needs, concerns and priorities.

It is important to keep your focus on your financial well-being and adjust to the changes in your financial situation, needs, and goals, so that you can continue your growth and build generational wealth. In a typical financial coaching session, a coach may discuss a wide range of topics, including:

They work closely with clients to analyze their spending patterns, identify areas for improvement, and develop customized strategies to optimize their financial well-being.

Confidential Client Information

Name (First & Last):

Email:

How often do you check email?*:

Street Address:

City:

State:

Province:

Region:

ZIP Code:

Phone (day):

Phone (cell):

Phone (night):

Who Referred You To Our Company:

How did you hear about our company:

Statistics

Age

Birth Date

Gender

Height (in feet)

Blood Type*

Birth Weight (if known)

Current Weight

Ideal Weight

Weight One Year Ago

Would you like your weight to be different?

Family/Living Situation

How many people live in your home?

Children and Their Ages

Do you own or rent?

own Rent

Occupation

Employment Information

Employment Status:

Occupation/Title:

Start Date (mm/dd/yyyy):

Employer Street Address:

City:

Employer:

State:

Zip Code:

Country:

Industry:

Marital Status:

Not enough money Just enough money More than enough money

What’s important to you?

Your Wealth Building Coach and the Weekly Group Coaching can help you make smart financial growth-related decisions for your financial circumstances, needs, goals, liquidity requirements, risk tolerance, time horizon, and help you start to grow generational wealth. To create a starting point for a conversation about your goals, consider what’s important to you. As you list your needs and concerns by the categories below, talk to your advisor about how you feel about and prioritize these areas of your life.

Goals Information:

Goal Name:

Priority:

Goal Owner:

Start Date and Duration (Number of Years or Lifetime):

Target Amount or Range (in Today’s Dollars):

To pursue this goal, I’d be willing to... (Examples: Retire later, Reduce spending, Save more):

1. Are you interested in exploring an exciting new life of financial freedom?

Yes No

2. Are you practicing self-reliance? Getting out of debt and/or staying out of debt?

Yes No

3. Do you believe that if you can't pay cash you can't afford it?

Yes No

4. Do you budget every dollar you earn before the month begins?

Yes No

5. Do you have a plan to become wealthy?

Yes No

6. Do you know the habits of the wealthy, and are you committed to following them?

Yes No

7. Do you have what is considered a high credit score? If so, what is your score?

Yes No

There's more than one credit scoring model available and more than one range of scores. However, most credit score ranges are similar to the following:

800 To 850: Excellent

Individuals in this range are considered to be low-risk borrowers. They may have an easier time securing a loan than borrowers with lower scores.

740 To 799: Very Good

Individuals in this range have demonstrated a history of positive credit behavior and may have an easier time being approved for additional credit.

670 To 739: Good

Lenders generally view those with credit scores of 670 and up as acceptable or lower-risk borrowers.

580 To 669: Fair

Individuals in this category are often considered “subprime” borrowers. Lenders may consider them higher-risk, and they may have trouble qualifying for new credit.

300 To 579: Poor

Individuals in this range often have difficulty being approved for new credit. If you find yourself in the poor category, it's likely you'll need to take steps to improve your credit scores before you can secure any new credit.

8. Are you financially stable?

Yes No

- If not, what is stopping you from becoming financially secure?

- Are you open to learning how to become financially secure?

Yes No

- Are you interested in starting a business?

Yes No

- Have you ever had financial planning coaching?

Yes No

9. Do you have a budget for what you spend per month?

Yes No

10. Do you have one or two incomes in your home?

Yes No

11. Are you the household's major decision marker, or is this duty performed by someone else?

Yes No

If you are not the primary financial decision maker, will both parties work together to change your financial future?

12. What is your average household income?

13. How secure do you feel about your future household income capability?

I feel secure with my money. I have no idea how to manage my money. I need help holding myself accountable.

14. The Wealthy understand the power of investing. They employ their money to free their time. What is the last thing you have invested in for time freedom?

15. Creating a budget is time-consuming and can be difficult to stick to. Is this an area where you struggle and would like support?

Yes No

16. Have you ever created and followed a budget?

Yes No

17. Do you have a savings plan?

Yes No

Are you aware that saving money is the single most effective way to build wealth and to retire?

Yes No

18. Please answer these next three questions:

The first step is to earn enough money to cover your basic needs, with some left over for saving. Do you have money left over for savings? The second step is to manage your spending so that you can maximize your savings. Are you open to starting a spending plan? The third step is to invest your money in a variety of different assets so that it’s properly diversified for the long haul.

19. Can I remain objective and rational and recognize when you are being fearful, greedy, and emotional about your money?

Yes No

20. Do you recognize that costs, fees, expenses, and taxes matter?

Yes No

21. What are your legacy goals?

22. How do you plan to share your wisdom and experience so future generations can benefit?

23. Do you have a written log of all your passwords for:

Social media Email accounts Bank accounts Other

24. Does someone know where you keep your password log?

Yes No

25. Do you have a list of people to notify in case something happens to you?

Yes No

26. Do you have a will?

Yes No

27. Do you have a living trust?

Yes No

28. Do you have a health care directive (living will)?

Yes No

29. Do you have a durable (medical) power of attorney?

Yes No

30. How would you rate your trust attorney:

Excellent Good Average I need an attorney referral*

31. Who are the most important people in your life, and what is your relationship with them?

How did you hear about us?

Would you like to join our mailing list to receive future communications, training offers, coaching, and discounts? We'll never send spam, and you can unsubscribe anytime.

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Through personalized coaching, innovative strategies, and a commitment to excellence, clients embark on a transformative journey.