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What’s Your Financial Freedom Number?”

Find out how much you really need to live financially free—and what’s standing in your way.

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Question 1 of 8

When it comes to your money, what matters most?

A

Freedom to enjoy life now

B

Security for my family

C

Clarity and control

D

Using money to live with purpose

Question 2 of 8

Over the next 10 years, what lifestyle goal feels most important?

A

Travel and work less

B

Grow my business/income

C

Semi-retire or fully retire

D

Not sure—I just want options

Question 3 of 8

What is your approximate household income?

A

Under $250K

B

$250K–$499K

C

$500K–$1M

D

Over $1M

Question 4 of 8

How much have you saved or invested toward retirement or financial freedom?

A

Less than $500K

B

$500K–$999K

C

$1M–$2.5M

D

Over $2.5M

Question 5 of 8

How much do you currently spend (after tax) each month to live comfortably?

A

Less than $10,000

B

$10,000–$20,000

C

$20,000–$30,000

D

Over $30,000

Question 6 of 8

Do you have a written financial plan that aligns income, investments, and values?

A

Yes

B

No

C

Sort of—I’m winging it

D

I have an advisor, but it’s not fuly integrated

Question 7 of 8

Would you like to learn how to reduce taxes, grow income, and live more WELLthy™?

A

YES! That’s exactly what I need

B

Maybe—if it’s simple

C

I already have strategies

D

Not right now

Question 8 of 8

Would you like a complimentary ticket to our 3-day WELLthy™ Experience event in Scottsdale—where you’ll calculate your Freedom Number and leave with a personalized wealth plan?

A

Yes—send me details

B

Possibly—tel me more

C

No thanks

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