*Name:     *Email:     *Phone: 

*1. Have you updated your definition of financial freedom within the last year? Yes No

*2. Do you have an umbrella policy? Yes No

*3. Have you ever done tax planning? Yes No

*4. Do you know what your human life value is? Yes No

*5. Does your CPA, mortgage broker, and wealth maximizer work together? Yes No

*6. Are you confident that all of your assets are fully protected? Yes No

*7. Are you maximizing all of your deductions? Yes No

*8. Do you have cash value in your life insurance? Yes No

*9. Is your personal debt costing you more than it should? Yes No

*10. Have you maximized the exemptions you claim for your wages? Yes No