Page 1 of 1

The Finance Corner-Financial Discovery Assessment

Section 1: Basic Information

1. Name




2. Email



3. Age
Age
A
B
C
D
E
F



4. Occupation



5. Annual income
Annual income
A
B
C
D
E


Section 2: Financial Snapshot


How would you describe your current financial situation?
How would you describe your current financial situation?
A
B
C
D
E



Do you currently have:
(Check all that apply)
Do you currently have



Approximately how much do you have available to invest?
Approximately how much do you have available to invest?
A
B
C
D
E
F




How much are you realistically able to invest each month?
How much are you realistically able to invest each month?
A
B
C
D
E



Section 3: Experience


Which best describes your investing experience?
Which best describes your investing experience?
A
B
C
D
E
F




Which topics do you feel least confident in?
(Check all that apply):
Which topics do you feel least confident in?


Section 4: Goals


Why are you interested in learning about investing?
(Check your top 3)
Why are you interested in learning about investing?
What financial goal is most important to you right now?



Where would you like your finances to be in the next 5 years?


Section 5: Risk Profile


If your portfolio declined 20% in one month, what would you most likely do?
If your portfolio declined 20% in one month, what would you most likely do?
A
B
C
D


Which investment personality sounds most like you?
Which investment personality sounds most like you?
A
B
C
D
E


What concerns you most about investing?
(Check all that apply)
What concerns you most about investing?


Section 6: Pain Points


What has stopped you from investing more?




What frustrates you most about investing?




Have you ever purchased an investing course before?
Have you ever purchased an investing course before?
A
B
If yes, what did you like?
What did you dislike?



What is the biggest financial challenge you’re facing today?


Section 7: Commitment


If you had a clear investing plan that matched your goals, how committed would you be to following it?
If you had a clear investing plan that matched your goals, how committed would you be to following it?



How serious are you about improving your financial future?
How serious are you about improving your financial future?



What would success look like 6 months from now?


Section 8: Working Together


What are you hoping I can help you accomplish?



If I believe I can genuinely help you, would you be interested in discussing a personalized roadmap during a 30-minute strategy call?
If I believe I can genuinely help you, would you be interested in discussing a personalized roadmap during a 30-minute strategy call?
A
B
C



Preferred meeting method
Preferred meeting method
A
B
C




Best contact method:

Phone:


Email:





Based on your answers, I’ll review your assessment and create a personalized Investing Roadmap highlighting the biggest opportunities, potential blind spots, and the next steps I’d recommend. We’ll go over it together during your free 30-minute strategy session