Coach to Cash

Wealth Readiness Assessment

Take your wealth to the next level, by understanding where you are to begin planning your financial freedom. Complete this quick assessment.

First Name

Last Name

Phone *

Email *

My current credit score is...

Below 600

600-700

700-800

Above 800

I know my credit score, understand what affects it, and have a strategy to improve or maintain it. *

Fully Mastered

Mostly True

Somewhat True

Not at all True

My credit utilization is under control (less than 30%), and I’m not relying on high-interest debt.

Fully Mastered

Mostly True

Somewhat True

Not at all True

I feel confident in my financial situation and believe I’m on track for retirement. *

Fully Mastered

Mostly True

Somewhat True

Not at all True

I understand the qualifiers that makes someone fundable and how lenders evaluate loan or credit applications.

Fully Mastered

Mostly True

Somewhat True

Not at all True

I have an emergency fund that could cover at least 6 months of living expenses.

Fully Mastered

Mostly True

Somewhat True

Not at all True

If approved for funding, I have a clear plan for how I would use those resources strategically.

Fully Mastered

Mostly True

Somewhat True

Not at all True

I understand how to optimize my credit profile to qualify for the best interest rates and terms.

Fully Mastered

Mostly True

Somewhat True

Not at all True

I am committed to doing what it will take to build my wealth and have financial peace of mind.

Absolutely

Mostly True

Somewhat True

Not at all True

I am willing and able to invest in getting the support I need to create the financial success I want.

Absolutely

Mostly True

Somewhat True

Not at all True

I understand how to manage debt and use it as a tool to build wealth and financial well-being.

Fully Mastered

Mostly True

Somewhat True

Not at all True