PRE SURVEY – INVEST Bootcamp 101

Welcome to the pre-survey! Why would we be excited that you're filling out a survey? Simply because this is an opportunity for YOU to seriously think about where you stand financially, what are your current and future financial goals, what do you want to achieve in the coming weeks/months/years, and ultimately an opportunity to learn how to achieve them over time. We look forward to working with you!

***Keep in mind, our services are not financial advisement and our sessions are not for everyone. We are here to teach you about investing from our own perspectives and experiences. There are an infinite amount of ways and methods to invest. We do not manage or handle your wealth or money at any time. We have one flat rate per service. There are no reoccurring fees or monthly fees ever. One and done. If there are any questions on this, please email us prior with your questions before proceeding with our pre-survey. Sessions are subject to availability, session fee verification, and pre-survey results.

PRE-SURVEY QUESTIONNAIRE

Your Name (required)

Your Email (required)

Your Phone Number (required)

My age group:
18-24 years25-34 years35-44 years45-54 years55-64 years65-74 years old.

I want to sign up for:
One on OneLazy Day Trading

What are your current financial goals?

Why do you want to learn how to invest?

Do you currently invest? If so, where and how much?

How much can you begin to contribute monthly?

What do you hope to achieve in the coming year?

I fully understand a One on One session and Lazy Day Trading session is purely an opportunity to learn and not an actual opportunity to invest. There are risks associated with investing in securities. Investing is the act of committing money or capital to an endeavor (a business, project, real estate, etc.), with the expectation of obtaining an additional income or profit. Profitability or success of Investments are never guaranteed.