Wealth Coach Interview Questionnaire

This questionnaire was created

to help highlight the areas you may wish to include

in your action plan towards significance.

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. . .

The information supplied on this questionnaire will only be visible to your Wealth Coach and to the senior management of GIG Institute and will never be shared with anyone, for any purpose, without obtaining specific written permission from you.

. . .

Information of the person being interviewed...

First name*

Last name*

Email*

Mobile phone number*

Survival Phase

Is your income consistently greater than your Expenditure?

This phase of the questionnaire will prompt you

with items to consider for your action plan

to create a positive cash flow

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My current Income is greater than my Expenses*

Yes

I have a Current Will in place*

Yes

I attend a Local GIG Club regularly*

Yes

I have an Active Savings Plan with the GIG Co-operative Financial Institution*

Yes

My Action Plan

Let's work with it.

Open your Action Plan in a new window and add to it while you answer the rest of this questionnaire.

I have a current Action Plan in place that supports my GIG Journey*

Yes

I have identified "Wealth Seeds" in my current budget and am saving the released money in my savings account*

Yes

I have a plan to be Debt Free in 7 years*

Yes

I have written the first draft of my Family Story*

A written account of your family plans, successes and failures that you store in an accessible format.

Yes

Structure Phase

Moving up to Success

Getting things in order so that you have

the ability to create multiple income streams

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I regularly chat to a GIG Wealth Coach to monitor my progress to significance*

Yes

I wish to become a GIG Wealth Coach*

Personally introduce 3 paying GIG members and have a total team of 10 paying GIG members.

Yes

I am interested in saving towards a fund that will allow me to eventually be Self-Insured*

Yes

I am adding to my income streams by offering products, services or skills in the GIG Marketplace*

Yes

Let's dream

What are the most important things you need, or want, to achieve in the next 7 years?

Identify at least 3 things that would make you feel significant.

Wealth Coach Interview Questionnaire

Information of the person being interviewed...

Survival Phase

My Action Plan

Let's work with it.

Structure Phase

Support Phase

Let's dream