12xLiquidity 4. STM Funnel Questionnaire | RENTAL PROPERTY INVESTMENT ZEN MASTER

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Which best describes where you are with leveraging the tax code to get more cash on hand by reducing your biggest expense?

1. I'm okay with the taxes I'm paying / Not particularly serious about reducing my biggest expense

2. Been looking for ways to reduce my tax liability / still struggling to reduce my biggest expense

3. Desperate for a solution that will help reduce my tax liability / I need to reduce my biggest expense immediately

4. Had some success leveraging the tax code to reduce my biggest expense / looking to get to the next level

5. Never really gave reducing my biggest expense much thought until now / I'm interested in reducing my tax liability

Please describe what you’re struggling with the most right now and how it’s affecting your portfolio? (be as detailed as possible)

What would you like to achieve from working with me, what’s the BIGGEST goal/outcome you have in mind?

If it looks like my program is a good fit to finally help you get more cash on hand from your current portfolio, do you have the financial resources to invest?

Yes I have money to invest in finding a solution

Yes I can access money to invest in finding a solution

No I cannot invest in myself right now

Finally, where are you on this scale of 1-10? (1 being “I’m not very serious about getting more cash on hand from my current portfolio” and 10 being “I’ll do WHATEVER it takes to getting more cash on hand from my current portfolio”)

Anything else you feel I should know?

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