Want My Help Creating a
Tax-Free
Generational Wealth
Plan?
This video answers the questions you’re probably already thinking… so you can show up to your call ready to create your custom plan.
Watch the Video → Then Book Your F.L.I.P. Call
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First Name
Last Name
Email
Phone
What is your current employment status?
*
Employed
Business Owner
Employed and Side Hustle
Retired
Which Taxable accounts are you currently using? (Select all that apply)
*
401(k)
IRA
Brokerage Account
None
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Which Tax-Free strategies do you currently have? (Select all that apply)
*
Roth IRA
Cash Value Life Insurance
I don't have any Tax-Free accounts
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What are your approximate monthly expenses?
*
$3,000 and under
$3,001 - $6,000
$6,001 - $10,000
Over $10,000
Do you feel good about your current financial strategies taking care of you now and later?
*
👍 Yes, I feel good about my plan.
🤔 No, I am not sure if my plan is good enough.
What worries you the most about your financial situation?
*
💸 My bills are too high.
☔ I don’t have enough saved for rainy days.
🏥 I’m worried about future healthcare costs.
⏳ I’m not saving enough for retirement.
How long could you keep living the way you do if your income stopped?
*
💪 More than 6 months
😊 4-6 months
😬 1-3 months
😱 Less than 1 month
How ready are you to handle a big surprise expense, like a medical emergency, car breaking down, home repairs or a market crash?
*
💪 Very ready
🙂 Somewhat ready
😬 Not really ready
😱 Not ready at all
Are you worried about the impact that higher taxes and higher prices have on your money, and looking for ways to lower your tax burden now and in the future?
*
💸 Yes, I am worried need help keeping my money safe from taxes
🤔 Somewhat, but I have a plan.
😁 No, I feel my plan is good with taxes
How do you feel about taking risks with your money?
*
🛡️ I like to play it safe – low or no risk for me!
🤔 I’m a bit cautious – I’ll take a small risk, but not too much.
⚖️ I’m good with a mix – some safe, some with a little risk.
🎯 I’m open to bigger risks if it means bigger rewards!
Are you ready to stick to a long-term plan for your money?
*
📆 Yes, I’m all in for the long haul!
⏳ No, I need more time or I’m still living paycheck to paycheck.
* What is your net income or revenue? (include all W2, rental income, royalty income, capital gains inco me, 1099 income)
$0 - $5,000
$5,001 - $15,000
$15,001 - $50,000
Over $50,000
What is your net income or revenue? (include all W2, rental income, royalty income, capital gains income, 1099 income)
How much is your monthly household and/or business expenses?
* How Much Are You Currently Saving Or Investing Each Month?
$0 - $500
$500 - $1000
$1001+
How much are you currently saving or investing each month?
* How much cash do you have available in case of a financial emergency?
None
3 months of expenses
6 months of expenses or more
How much cash do you have available in case of a financial emergency?
Do you have any privately owned life insurance? (Not including life insurance through work)
Yes
No
What is your marital status?
Single
Married
Do you an active will or trust in place?
Yes
No
Date of birth
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