How many hours per week do you spend managing your finances? *

0-5 hours

6-10 hours

11-20 hours

20+ hours

When was the last time you updated your financial strategy? *

Within the last month

Within the last 6 months

Within the last year

Over a year ago

We haven't really created a strategy

How confident are you that you're maximizing all available tax deductions? *

Very Confident

Somewhat confident

Not very confident

Not confident at all

How often do you review and adjust your investment portfolio? *

Monthly

Quarterly

Annually

Rarely or never

Do you have a proactive strategy for upcoming tax law changes? *

Yes, I stay informed and plan ahead

I react when changes occur

I rely on my accountant to handle it

I'm not sure

How integrated are your real estate and business financial strategies? *

Fully integrated with a unified approach

Somewhat integrated

Managed separately

I haven't considered integrating them

Aside from the time spent running your real estate & business(es), how much time do you spend on financial tasks vs. growing your business? *

20% financial tasks, 80% growth

50% financial tasks, 50% growth

80% financial tasks, 20% growth

I'm not sure

How prepared do you feel for a potential economic downturn? *

Very prepared

Somewhat prepared

Not very prepared

Not prepared at all

First Name *

Last Name

Email *

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