Legacy Strategy Session

Your Name

First NameLast Name

Phone Number

Format: (000) 000-0000.

Email

example@example.com

List all the names and links of your social media. (Youtube, Podcast, Facebook, etc)

What are you doing for Income right now?

What 3 things do you like most about your Income Sources?

If you could change anything about your job what 3 things would you alter first?

What ULTIMATELY do you want to do for work?

If the Next 5 year repeat your last 5 years in income and lifestyle how would you feel about that?

What would need to change?

Please describe in GREAT detail what your Top 2 financial goals are?

Please describe in GREAT detail your Number 1 financial Concern?

On a scale 1-10 how serious are you about your finacial goals right now?

On a scale 1-10 how coachable are you?

What concepts are you wanting to learn more about? **CLICK ALL THAT APPLY

What are your biggest roadblocks or barriers that are keeping you stuck right now OR IN THE FUTURE?

Please describe why specifically you want to work with Samuel? What legacy are you trying to build?

If Samuel invited you to work with him WHY do you feel you would be a good fit?

What is your Monthly Income Range?

In the book "The Richest Man In Babylon" By George S. Clason as well as "Rich Dad Poor Dad" by Robert Kiyosaki it is recommended that one commits to saving at a minimum of 10% of their gross monthly income.

How much are you currently setting aside for your future on a monthly basis?

Assuming You & I together are able to create a strategy to reach your goals, right now how much are currently able to commit to your goals on a monthly basis?

What is your monthly goal income in the next 12 months?

Sam is excited to assist you in the realization of your dreams!

To get started watch these two quick videos to get to know Sam and see how he has been able to help others!

Strategy Session Application