Wealth Strategy Profile

Shall We Dance?

Selecting your financial team is one of the most important life decisions you can make. It is a choice that can impact your quality of life for decades to come. Your trusted advisors must be the right fit for your circumstances, goals and values.

Likewise, we care very much about who we take on as clients. For us, each new client means a major commitment of time, care and energy. It's as important for us as for you that the match is right.

Please take a moment to complete this confidential questionnaire.

My objectives include:
	Accelerate my wealth creation
	Free more of my time to do what I do best
	Strengthen my long-term security
	A clear exit from my current business/profession
	Expand my knowledge and mastery of wealth
	Live a larger and more fulfilling life

My current CPA / financial advisors:
	Clearly focus on my personal and business financial goals
	Help me plan years ahead
	Integrate my wealth, tax and business strategies
	Provide a complete team that frees me to do what I do best
	Share their latest research and thinking on wealth creation
	Give me constant coaching on wealth accumulation
	Understand the power of leverage
	Understand the velocity of money
	Are living examples of their own wealth strategies

I am willing to:
	Expand my horizons on what is financially possible for me
	Learn new ways to think about money, taxation and business
	Work alongside a creative team of wealth strategists
	Provide my trusted advisors the information they need to help me
	Invest reasonable time and money in my financial growth

Call now for a free consultation with a ProVision wealth advisor: 866.467.5809
Or send us an email.