You Made It!
Let’s Talk Next Steps

Going through the Discovery Process is one thing. Taking action is another. These questions help us meet you where you are and prepare for a strategy call that’s clear, personalized, and aligned with what you want moving forward.

Section 1: Let’s Start With the Basics

1. What's your name? 2. What's your email address? 3. What state do you live in?

Section 2: Before You Book Your Call

1. Did you watch the Discovery Process in its entirety? If no, you must complete the Discovery Process before our confirmed meeting time.

Yes No

2. After going through the Discovery Process, are there any points of clarity you would like? 3. How soon are you wanting to take action?

In the next 2 weeks In the next 30 days Within the next 2–3 months

4. What package feels aligned and exciting?

Quad Trifecta Discuss options

5. Do you need financing?

Cover in full Need financing

What is your credit score?

300-579 580-669 670-739 740-799 800-850

6. Are you doing this solo or with a partner?

On my own With my spouse/partner

We’re excited to meet you and support your next move!