This step is required to unlock your calendar, community, and student resources.
Takes about 7 to 10 minutes.
Have the following information available before you start. Estimates are acceptable for now.
Your total household income before taxes from all sources including salary, bonuses, and side income.
Current balances on credit cards, student loans, auto loans, mortgages, and any other outstanding debt.
Checking, savings, brokerage accounts, real estate equity, and other investments you currently hold.
Policy types, coverage amounts, and premium costs for any active life insurance you carry.
Balances in 401(k), IRA, Roth IRA, pension plans, and any employer-sponsored retirement plans.
Your baseline questionnaire serves as the foundation for your entire Wealth Builder journey. This data creates your personalized roadmap and tracks your progress over time.
Captures where you are today so you can measure real progress in the months ahead.
Establishes clear financial goals based on your current situation and future aspirations.
Provides the benchmark to demonstrate your transformation as you build wealth systematically.
Once you submit your baseline questionnaire, your full membership access activates immediately. Here is what unlocks:
Your account status changes and the system recognizes you as a fully onboarded member ready to begin.
Access all scheduled sessions, workshops, office hours, and milestone dates for the entire program.
Receive your invitation to the private member community where you connect with fellow wealth builders.
Download templates, calculators, worksheets, and guides designed to support your financial progress.
Get your first set of action items to complete before the program officially begins.
Click the form below and Complete it to activate your membership and unlock all resources. Make sure to SUBMIT when finished.
If the form does not load or you have issues submitting, contact support via the email in your confirmation message.