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Biography
The Book
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Blog
Contact

EXCLUSIVE INTERVIEW: 20/20 PERSONAL BANKING SYSTEM
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Schedule Your One-On-One Strategy Session

Upon completion of this questionnaire you will be scheduled with Michael Isom to look deeper into the possibilities of leveraging the 20/20 Personal Banking System in your life.

0%
First Name
Last Name

10%
Birth Date
Email
Cell Phone
Receive Message Yes No

17%
Address
City
State
Zipcode
Country

26%
Please select one of the following that best describes your situation. Married (No Children)
Married (With Children)
Divorced (No Children)
Divorced (With Children)
Single

31%
Spouse or Partner First Name Spouse or Partner Last Name
Birth Date
Age of children

37%
Please select one of the following that best describes your Employment Situation? * Employed
Self Employed - Incorporated
Self Employed - Not Incorporated

41%
Please select one of the following that best describes your Annual Income Situation? * $0-$100k
$100 - $250k
$250 - $500k
500k - $1Million
$1Million+

45%
Please select one of the following that best describes your Total Savings & Net worth Situation? * $0-$100k
$100 - $500k
500 - 1Million
1Million - 5Million
5Million+

49%
Check all that you have as part of your current Financial Plan? * Life Insurance
Health Insurance
Mortgage
Estate Plan
401k
IRA
Stocks & Bonds
Other

55%
Check all that you have as part of your current Financial Team? * Attorney
Accountant
Banker
Financial Planner
Stock Broker
Life Insurance Agent
Real Estate Agent
Mortgage Broker

60%
Please list the areas that you currently Invest and Save your money: *

67%
What kind of Life Insurance do you own and what are the amounts of coverage? *

72
Seriously, why are you not where you want to be financially at this stage in the game? *

78%
What IS WORKING with your current financial strategy and why? *

83%
What is NOT WORKING with your current financial strategy and why? *

87%
What have you tried to do already to remedy that #1 challenge or obstacle? *

91%
What are you hoping will come out of our time together during our One-On-One Strategy Session? *

96%
What is the #1 challenge or obstacle you are facing with your current financial strategies? *

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