Application Form 1) Can you tell me a little more about your long-term investing goals? What is your primary investment objective? (Wealth preservation, Long-term wealth creation, Passive income generation, Beating the market)
2) What type of assets do you primarily invest in? (Stocks (individual), ETFs, Real estate, Crypto, Other (please specify))
3) Why do you want to join this mentorship program? What are the biggest investing challenges or roadblocks you currently face? If you were accepted into this mentorship program, what would success look like for you in 12 months?
4) Have you ever worked with a coach or mentor before?
5) I’m looking to work with action-takers. How much time are you able & willing to commit to working with a mentor each week?
6) On a scale of 1-10, how committed are you to improving your investing skills over the next 12 months? (1 = Not at all, 10 = Fully committed) 7) If accepted, how soon would you be ready to start? (Immediately, Within the next month, Within the next 3 months) 8) Additionally, understanding your current financial situation and aspirations would help me tailor our conversation to your specific needs. Are there any financial constraints that might affect your ability to fully engage in a mentoring program? Are you financially prepared to invest in a premium mentorship program if you are a good fit?
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Thank you for taking the time to answer these questions.
