Strategy Session Application
Please fill out this form as best as possible
Your Name
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First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
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-
Area Code
Phone Number
Email
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example@example.com
List all the names and links of your social media. (Youtube, Podcast, Facebook, etc)
What are you doing for work right now?
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What 3 things do you like most about your work?
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If you could change anything about your job what 3 things would you alter first?
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What ULTIMATELY do you want to do for work?
If the Next 5 year repeat your last 5 years in income and lifestyle will you be satisfied with the result? YES/NO
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What would need to change?
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Please Describe In GREAT Detail How Samuel Can Help You?
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On a scale 1-10 how ready are you to make MASSIVE TRANSFORMATION in your life right now?
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Why are you that particular number?
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On a scale 1-10 how serious are you about your finacial goals right now?
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On a scale 1-10 how coachable are you?
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What Concepts Are You Wanting To Learn More About? **CLICK ALL THAT APPLY
Budgeting
Insurance Review
Debt Elimination
Emergency Fund
Retirement Planning
Legacy Planning
I want to discuss Part time / Full Time career options
I need help understanding the rules of money
What are your biggest roadblocks or barriers that are keeping you stuck right now OR IN THE FUTURE?
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Please Describe Why Specifically You Want To Work With Samuel? What Legacy are you trying to build?
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If Samuel Invited You To Work With Him WHY Do You Feel You Would Be A Good Fit?
What is your Monthly Income Range?
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$0 - $5,000
$5,000 - $10,000
$10,000 - $50,000
What is your monthly goal income in the next 12 months?
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When was the last time you checked your credit score?
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1+ Years
6+ Months
3-6 Months
Less Than 3 Months
It's always good to know your credit score. If you haven't checked in the last 6 months then check it below using CreditKarma.com It's FREE and there is NO inquiry that will be put on your credit. CreditKarma.com
What is your credit score?
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Excellent
Good
Bellow Average
Need Improvement
Thanks! Lets Begin Fueling
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