Tax Free Wealth Strategies

INSTRUCTIONS:

Read each question below then

choose which of the "scores" best describe your current situation.

Question 1/10

LIQUIDITY

(Ability to Access Your Money)

(Read each question, choose on the slider your "score" that best describe your current situation)

LIQUIDITY (ability to access your money) *

Question 2/10

Assets

(Generator vs. Battery)

(Read each question, choose on the slider your "score" that best describe your current situation)

Enter your score 1 thru 10 about Assets *

Question 3/10

Safety of Principle

(In Markets & from Lawsuits)

(Read each question, choose on the slider your "score" that best describe your current situation)

Enter your score 1 thru 10 about Safety of Principle *

Question 4/10

Expenses

(Financial Flow)

(Read each question, choose on the slider your "score" that best describe your current situation)

Enter your score 1 thru 10 about Expenses *

Question 5/10

Rate of Return

(Linked to Inflation)

(Read each question, choose on the slider your "score" that best describe your current situation)

Enter your score 1 thru 10 about Rate of Return *

Question 6/10

Tax-Advantaged

(Seed vs. The Harvest)

(Read each question, choose on the slider your "score" that best describe your current situation)

Enter your score 1 thru 10 about Tax-Advantaged *

Question 7/10

Mindset

(Abundance vs. Scarcity)

(Read each question, choose on the slider your "score" that best describe your current situation)

Enter your score 1 thru 10 about Mindset *

Question 8/10

Responsibility & Accountability

(Read each question, choose on the slider your "score" that best describe your current situation)

Enter your score 1 thru 10 about Responsibility & Accountability *

Question 9/10

Equal Opportunity

(vs. Equal Distribution)

(Read each question, choose on the slider your "score" that best describe your current situation)

Enter your score 1 thru 10 about Equal Opportunity *

Question 10/10

Values & Vision

(3F's: Family / Finance / Foundation)

(Read each question, choose on the slider your "score" that best describe your current situation)

Enter your score 1 thru 10 about Values & Vision *

*We will email the results to you

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