Have the following information available before you start. Estimates are acceptable for now.
Annual gross income
Your total household income before taxes from all sources including salary, bonuses, and side income.
Debt balances
Current balances on credit cards, student loans, auto loans, mortgages, and any other outstanding debt.
Assets and accounts
Checking, savings, brokerage accounts, real estate equity, and other investments you currently hold.
Existing life insurance policies
Policy types, coverage amounts, and premium costs for any active life insurance you carry.
Retirement accounts
Balances in 401(k), IRA, Roth IRA, pension plans, and any employer-sponsored retirement plans.
Why This Matters
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.
Locks in your starting point
Captures where you are today so you can measure real progress in the months ahead.
Sets your personal target
Establishes clear financial goals based on your current situation and future aspirations.
Creates your before-and-after scorecard
Provides the benchmark to demonstrate your transformation as you build wealth systematically.
What Happens Next
Once you submit your baseline questionnaire, your full membership access activates immediately. Here is what unlocks:
01
You are marked active
Your account status changes and the system recognizes you as a fully onboarded member ready to begin.
02
Program calendar unlocks
Access all scheduled sessions, workshops, office hours, and milestone dates for the entire program.
03
Community access is sent
Receive your invitation to the private member community where you connect with fellow wealth builders.
04
Student resources become available
Download templates, calculators, worksheets, and guides designed to support your financial progress.
05
Week 0 action checklist is assigned
Get your first set of action items to complete before the program officially begins.
Onboarding Questionnaire
Click the form below and Complete it to activate your membership and unlock all resources. Make sure to SUBMIT when finished.
Important: This form must be completed in full. Do not refresh the page before submitting or your progress may be lost.
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Need Help?
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