The Boardroom Questionnaire

Enter quick contact information below then go to the next page to share more details and take advantage of this RARE opportunity to work side by side with me and fellow Boardroom members on your business!

Briefly describe what services you offer, how long have you been involved or running the business, current role, what's your endgame, and when would that be?

Briefly describe any personal growth or coaching/mentoring programs you have tried and to what extent they gave you the results you wanted.

What are your primary goals for your practice or your business over the next 3-5 years?

What about personal goals related to non-business activities (e.g. health/fitness, travel, family life, leisure time)?

Describe your current retirement planning strategies, are you building a management team to run your business or are you planning to sell your business ? If yes, please explain.

What are your major concerns regarding your personal retirement or wealth-building plan?

What concerns do you have about the direction of your business? For example, finding staff, changing technologies, etc.?

What else would you like me to know about your situation, goals, questions, concerns?