Business & Financial Services Application Form

Are your financials currently up-to-date and accurate?

Yes, fully

Somewhat — little behind or inconsistent

Not really — it’s a mess

How often do you review your numbers and make data-driven decisions?

Weekly

Monthly

Occasionally

Never — I just check my bank account balance

Are you looking to delegate your financial management or just get support?

Full delegation

Some guidance + oversight

Not sure yet

If everything is a fit, are you ready to invest within the next 30 days?

Yes

Not quite yet

LET'S GET STARTED