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Total Wellness Empowerment Survey
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Total Wellness Survey
Participant Information
Today's Date:
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First & Last Name
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name nameagfg
Email Address:
Phone Number:
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Total Wellness Empowerment
Where are you now in your lifestyle empowerment journey?
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Just getting started
Looking for new ideas
Looking for a new community
Ongoing journey
Do you actively review your goals on an ongoing or periodic basis?
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Yes
No
What are your 3 top personal or total wellness goals?
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Feel free to get creative on ideas on inspiration
What is your biggest struggle to accomplishing your life goals for success?
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Examples can range from limited resources, extensive overhead, limited opportunities, no support system, unstable living conditions, unstable work
Have you established a will, trust or estate?
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Yes
No
Do you have a family attorney, lawyer or designated support for legal protection ?
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Yes
No
Do any of the following apply to you?
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Homeowner
Renter
Neither
How long have you been in your current career field or business?
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Are you looking for new career opportunities in the same industry or looking to expand and get new skills and certifications?
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Yes
No
Do you have passion for any of the following?
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Wellness& Beauty
Travel
Investments
Mentorship and Advocacy
Finance and Family Governance/ Structure
Start- Up Business Incubation
Neither/ Undecided
Financial Empowerment
What does financial empowerment mean to you?
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What are your 3 top financial goals?
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Do any of the following apply to you as an individual?
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I have an LLC
I have a DBA
I have a family business or franchise
If so what industries, areas or client markets do you serve?
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How long have you been in business?
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Do you have a:
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Business Address
Dedicated Phone Line
CRM
Business Email Address
Business Website
What goals are you looking to accomplish in your business?
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Do you suffer from challenged credit?
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Yes
No
Have you recently or in the past undergone credit repair?
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Yes
No
Do you know your credit score ?
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Yes
No
Are you open to fast-track business opportunities ?
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Yes
No
Have you considered business succession planning? Ex: Who will inherit your business in the future?
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Yes
No
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