Live Your Dream Real Conversation

Please answer the following questions completely.  This is helping you take a deeper look at where your current situation is and what is possible for you going forward.

The greater understanding I have about your situation, the more likely it is I will be able to determine if we are a fit to work together.  Your detailed answers are meant to help clarify for me how what I do can benefit you.

It will take time and thought for you to answer the questions. Therefore, in the interest of limiting further time spent,  we will only schedule a Real Conversation at a mutually agreeable time, if I perceive that is the appropriate next step.

The purpose of our call is to further detail your desired outcomes and discuss how I can help.  We will also determine the next steps for you.   Your answers are completely confidential and for my eyes only.

    1. Your Name (required)

    2. Your Email (required)

    3. What specifically do you do for a living? Please provide detail so it's clear.

    4. Why specifically did you choose to do what you do for a living? At times clients feel they had no other choice, but there is always choice. Answer this with the truth of why you chose as you did??

    5. How long have you been in this profession?

    6. What is your present annual income (a range or estimate is okay. Include in your total, your salary, bonuses, tips, dividends, alimony, lottery, or any other money you receive each year. This is only for me to see. This is important because knowing where your baseline will inform the structure of a plan to get you to equal and ultimately exceed that baseline.)

    7. When were you most fulfilled in your work? What were you doing and why did it feel fulfilling at the time? In other words what was the situation in which work was enjoyable, pleasant, meaningful and you were happy to be doing it?

    8. What profession do you want to enter into? What is the dream? What do you imagine yourself doing? Please be specific.

    9.What do you think it will take in order for you to live your dream?

    10. What will you have to be or become in order for you to achieve living your dream?.

    11. How much savings/investments do you currently have to support you in investing towards your dream? It’s essential that you have resources to give you the time, space and financial support to make your shift. If you do not have savings/investments, do you have anyone in your life that can pick up the slack and help support you while you go after your dreams? Take a real look at your situation and share what resources are available to you to help you achieve what you want.

    12. On a scale of 1-10, 10 being "totally ready", how ready are you to attain your dreams? If it's not a 10, what's in the way? How soon do you expect to be living your dreams.