Career Path / Financial Strategy Intake Form Success By Design Wealth & Legacy Name * First Name Last Name Phone * (###) ### #### Email * Province/State and Country of Residence What is your biggest financial concern or worry? (Select all that apply) Growing your cash flow/investments Protection (Life Insurance / Critical Illness / Disability) Reducing taxes Estate and legacy planning (Wills and Will prep) Dealing with a divorce process Post-divorce planning If our team can put together a plan for you that completely meets your needs, would you be ready to implement it when we meet? Yes, I'd be ready to implement it right away. No, but sometime very soon. No, and I think I need much more time before implementing anything. When would you be available to meet to implement a plan? Career Path On a scale of 1-10, 1 being totally dissatisfied and 10 being highly satisfied, how would you rate your current degree of career satisfaction? 1 2 3 4 5 6 7 8 9 10 What do you currently do for work? Are you currently earning enough money to achieve all the goals and dreams you have for yourself and your family? Yes No What are your top 3 goals and dreams that would cost money for you to achieve? How much money would you have to earn per year in order to achieve them? If we could show you how to earn that much money per year through our opportunity, would you take advantage of it? Yes No What intrigues you about working with our firm? How did you hear about us? (If referred by someone, please list their name so we can be sure to thank them). We love referrals! Is there anyone you know who you think could benefit from meeting with us? Did you know we have a paid referral partnership program? Please let us know if you are interested in learning more about this. Yes, I'm interested! No, thank you. Did you know that our team is growing and expanding throughout the US and Canada? Please let us know if you are interested in more information on joining our team. Yes, I am looking for a full-time career change Yes, I am looking for a part-time career opportunity to bring in some additional income. No, I'm not looking for an opportunity right now. Please share anything else about yourself that you think we should know. Please be advised: many of our e-mails have been going to spam. * Our team will get back to you within 48 business hours, so if you have not received an e-mail from us within this timeframe, please search your spam and junk mailboxes for an e-mail from us at: info@sbdfinancial.com I understand
