Client questionnaire

I’m currently in the process of some market research that will allow me to serve my clients better moving forward. This should take approximately 15 minutes to complete.

I would love your assistance in providing some honest feedback to the following questionnaire regarding your personal thoughts and feelings surrounding your relationship with money, your knowledge surrounding your mortgage and the industry in general, and your mindset surrounding the two.

Your information will remain 100% confidential, and will only be used for the purposes of my research and adjusting my systems and services and products offered within the M-Powered Living brand.

As a thank you for your time, effort and honesty, your name will be entered into a draw for a $100 gift certificate to the store/venue of your choosing, to be awarded on June 15th, 2024.

Name

First Name

Last Name

1. How do you currently manage your monthly budget?

Describe your budgeting process and any tools that you use.

2. What is your biggest challenge when it comes to managing debt and expenses?

Please elaborate on the difficulties you face with debt reduction and expense management.

3. How confident are you in your ability to save consistently, build an emergency fund, and reach your financial goals?

Explain any challenges or successes you’ve had in this area.

4. What knowledge or support do you feel you lack when it comes to understanding mortgages, loans, and investing?

Detail specific areas where you need more information or guidance.

5. What are your primary financial goals for the next 5-10 years?

List your short-term and long-term financial aspirations.

6. What limiting beliefs do you hold about money and financial success?

Identify any negative beliefs that may be holding you back.

7. How do you currently approach goal setting and achieving financial milestones?

Describe your process for setting and reaching your financial goals.

8. What role does visualization, journaling, or meditation play in your financial planning?

Explain how, if at all, these techniques are part of your routine.

9. How do you handle financial setbacks or stress?

Detail your coping mechanisms and any strategies you use to stay resilient.

10. What support or resources do you need to feel more empowered and positive about your financial future?

List any specific types of support, education, or resources you believe would help.

11. What is your understanding of different types of mortgages and their terms?

Rate your knowledge and identify any areas where you need more information

12. Have you ever invested in real estate or considered it as a wealth-building strategy?

Share your experiences or thoughts on real estate investment.

13. What challenges do you face when considering refinancing or leveraging home equity?

Describe any difficulties or uncertainties you have in these areas.

14. How important is it for you to have a trusted team of financial and real estate professionals?

Explain the role and importance of having a supportive professional team.

15. What is your biggest aspiration for using your property as part of your financial strategy?

Detail your dreams and goals for leveraging your property for financial growth.

16. How do you prefer to learn about topics such as mortgages, borrowing, investing, financial freedom, budgeting + Money mindset work?

Online, Workbooks, Digital Programs, One on One Coaching etc.

17. Is there anyone in the industry (Facebook, Instagram, traditional marketing) you've seen that is doing this type of education well?

Please provide any names of companies for reference