Wealth with Intention - Prospects
Sorelle Wealth Partners — Wealth With Intention
Prospect Questionnaire
Wealth With Intention.
A few thoughtful questions to help us understand what matters most to you, so we can build a plan that's aligned with your life and your goals.
Your information is private and secure
No right or wrong answers
Step 1 of 7
Tell us about you.
So we know who we're talking with.
Step 2 of 7
What matters most to you?
Choose up to 10 values that resonate with you. There are no right or wrong answers.
0 of 10 selected
Step 3 of 7
Narrow it down.
From your selected values, choose the five that are non-negotiable for you.
0 of 5 selected
Step 4 of 7
Your top five.
Drag to put them in order of importance — your most important value at the top.
Hold the handle and drag to reorder
Step 5 of 7
Your North Star.
Of your top 5, which value guides all the others?
We've set this to the value you ranked highest — change it if a different one feels more true.
Step 6 of 7
Your financial purpose.
Helping us connect your values to your financial life.
What does an ordinary day look like?
Where are you?
Who are you with?
How are you spending your time?
What feels different than it does today?
0/500
"When your financial plan aligns with your purpose, your money becomes a tool for the life you want to live."
Step 7 of 7
Anything else you'd like us to know?
Optional — but often the most helpful.
Thank you!
We really appreciate you taking the time to share this with us.
These answers help us understand what matters most to you, so we can make the most of our conversation together.
Wealth with Intention.
