First Name

Last Name

Email *

Phone *

Do you use a system to track your cash flow (budget, app, spreadsheet)?

YES

Sometimes

Yes, but not consistent

Yes, weekly/monthly system

Do you regularly save 10% or more of your income?

Occasionally

NO

Consistently under 10%

10% or more consistently

Do you feel in control of your day-to-day finances?

I’m starting to

NO

Mostly

Fully in control

Are you familiar with the Infinite Banking Concept (IBC)?

Heard of it, don’t understand

Never heard of it

Know the basics

Understand it well

Do you believe you should be the bank in your financial life?

It sounds interesting

Not sure

I believe it but haven’t acted yet

I believe it and I’m ready

Are you currently working with a financial coach or planner?

Have in the past

NO

I do now

Do you have access to at least 3 months of living expenses?

Partially

No

Yes

Are you using any financial strategies that let you earn interest AND use your money at the same time?

Not sure

No

Yes