The Virent Path: Client Discovery & Investment Assessment

Welcome to Virent Path Consulting.
To ensure our guidance aligns perfectly with your financial goals, lifestyle, and peace of mind, please complete this brief assessment.
This helps us design a strategy tailored specifically to you.
All responses are treated with strict professional confidentiality.

Full Name

Email Address

1. Your Commitment Level (Capital)
To help us tailor your strategy, Which currency would you prefer to use for your wealth assessment?

Naira (₦)

US Dollars ($)

British Pounds (£)

2. Your Vision (Goal Setting)
What is your primary financial objective over the next 12–24 months?

Protect my money from inflation and Naira devaluation

Generate a steady, predictable side income

Achieve aggressive growth and build long-term wealth

Optimize or restructure my existing investments

Build a financial “buffer” for global opportunities

3. Your Current Financial Landscape (Asset Snapshot)
Which of the following best describes your current financial position? (Select all that apply)

4. Your Safety Net (Emergency Fund Check)
Do you currently have an emergency fund (3–6 months of living expenses)?

Yes, fully funded

Partially (less than 3 months)

No, I am starting from scratch

5. Your Investment Timeline
What is your intended timeline for the money you plan to invest?

Short-term (less than 2 years)

Medium-term (3-5 years)

Long-term (5+ years)

6. Your Biggest Challenge (Pain Point)
What is your biggest frustration with your wealth journey right now?

I don’t know where to start

I lack time to monitor my investments

My portfolio feels disorganized or underperforming

I’m not seeing meaningful returns

I need clarity and structure

7. Your Risk Comfort Level (Sleep Well Test)
If your investment portfolio experienced a 30% market correction in a short time, how would you likely respond?

Sell immediately to prevent further loss

Wait patiently for recovery

Invest more while prices are low

8. Risk Scale (Refinement Layer)
On a scale of 1–5, how comfortable are you with market fluctuations?

1 – I prefer safety and stability

3 – I can tolerate moderate fluctuations

5 – I am comfortable with high volatility for higher returns

9. Your Investment Knowledge Level
How would you describe your understanding of financial markets?

Beginner (I need full guidance)

Intermediate (I know a bit but need structure)

Advanced (I actively invest and understand markets)

The Virent Path: Client Discovery & Investment Assessment

Full Name

Email Address

1. Your Commitment Level (Capital)To help us tailor your strategy, Which currency would you prefer to use for your wealth assessment?

2. Your Vision (Goal Setting)What is your primary financial objective over the next 12–24 months?

3. Your Current Financial Landscape (Asset Snapshot)Which of the following best describes your current financial position? (Select all that apply)

4. Your Safety Net (Emergency Fund Check)Do you currently have an emergency fund (3–6 months of living expenses)?

5. Your Investment TimelineWhat is your intended timeline for the money you plan to invest?

6. Your Biggest Challenge (Pain Point)What is your biggest frustration with your wealth journey right now?

7. Your Risk Comfort Level (Sleep Well Test)If your investment portfolio experienced a 30% market correction in a short time, how would you likely respond?

8. Risk Scale (Refinement Layer)On a scale of 1–5, how comfortable are you with market fluctuations?

9. Your Investment Knowledge LevelHow would you describe your understanding of financial markets?

10. Final Note: Is there anything else you would like us to know about your financial situation or goals?