Survey Form

What are your needs?
Which of these assets have you invested in previously?
What would you say is your primary goal with your investments?
How much do you have in investible assets?
When are you looking at getting started?
If you qualify for a Zoom Meet, can we count on you to attend at the selected time?

First, let's talk about your needs. What are you primarily looking for?

Investing your assets

Preparing for retirement

Building a legacy

Savings for children's higher education

What types of investments have you explored previously?

Bank fixed deposit

Bonds

Structured Notes

Mutual funds

Direct equities

Business

Real Estate

Commodities (e.g. Gold)

Crypto

What's your top priority with these investments?

Growing my wealth

Protecting my wealth

Could you indicate your range of investible assets?

Under $50,000

$50,000 to $500,000

$500,000 to $1,000,000

Above $1,000,000

When do you plan to begin?

Immediately

2 weeks

2 - 4 weeks

Never

Yes

Would you like to share anything to help prepare for our meeting?

Thank you for your interest.

Unfortunately, we're not the best fit for your current needs.

Our services are tailored for specific investment capacities and timelines.

If your situation changes, please reach out again.

Best wishes on your financial journey, for a free resource, check out:

Download Structure Notes for Dummies

Great choice!

To make your blueprint session as valuable as possible, we have 7 quick questions for you (takes about 2 minutes).

This helps us understand your needs and tailor the session just for you.

After that, you’ll schedule your free 45-minute call. Ready to begin?

Yes, I'm Ready

(Applications are confidential and never shared)

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Join thousands of investors worldwide who have requested our guides!

8 Questions to ask before