Wealth Blueprint

Most agents work hard, close deals, and still wonder if their financial setup is truly supporting their goals.

With income that changes month to month, it’s easy to feel unsure about where things stand or what to improve.

This self assessment gives you a clear snapshot of your current financial systems and reveals opportunities you may not have seen yet.

Based on your answers, you’ll receive customized insights that highlight your strengths and point out simple ways to create more clarity, stability, and control after every deal.

1. How is your real estate business currently set up? *

I just operate as myself / personal account

I have an LLC

I have an LLC and an S-Corp

I’m not sure

2. How do you decide what to pay yourself vs. keep in the business? *

I just move money over as needed

I try to set aside money for taxes and expenses, but it’s not consistent

I have a set system for what stays in business vs. what I take personally

My accountant or bookkeeper handles this for me

Not sure

3. How do you manage your commission income after each closing? *

I spend or save as needed — no real plan

I try to budget but it’s mostly in my head

I allocate a portion to taxes, savings, and personal use most of the time

I have a consistent system for allocating every commission

Not sure

4. When you have a strong month or year, where does the extra money usually go? *

Into personal real estate investments

Into savings or an investment account

Toward lifestyle or catching up on bills

Nowhere specific

5. Do you track your business income and expenses? *

I don’t track them — I figure it out at tax time

I keep basic records but it’s inconsistent or manual

I use software or spreadsheets and review periodically

I have a reliable system that I update and review monthly

Not sure

6. How well do you know your business key performance indicators (KPIs)? *

I don’t know them and/or am unclear on what to track

I have a rough idea

I know some metrics but not full clarity

I review my numbers occasionally to check performance

I know my key numbers and use them to make decisions

7. Do you currently have a plan that connects your real estate income to long-term wealth? *

Yes, I follow a defined plan

I have ideas, but nothing written or consistent

I’ve never thought about it that way

I’d like one but don’t know where to start

8. When it comes to building wealth, what feels most aligned with you? *

Traditional retirement accounts (401k, IRA, etc.)

Self-managed stock account or investment app

Real estate investments (development, flips, buy/holds, etc.)

I’m not sure yet — I know I need a plan

9. Which best describes your current situation? *

I’m just starting out and want to set things up the right way.

My income is inconsistent and I want more stability.

My business is growing, but my financial systems aren’t.

I’m doing well with income, but I’m not sure how to protect or grow what I’ve made.

I’ve done well financially and I feel confident in my wealth strategies.

10. What is your desired outcome in the next 90 days? (Select all that apply) *

11. What are the biggest obstacle(s) getting in your way right now? (Select all that apply) *

12. Which type of solution feels like the best fit for you right now? *

I’d like to figure it out on my own with the right resources.

I’d like a step-by-step system or course I can follow.

I’d like personal guidance to make sure I’m doing it right.

I’d prefer a done-with-me plan that’s customized for my business.

13. How soon are you looking to take action on improving your finances? *

Right away... I’m ready to make changes now.

Within the next 30 days.

Within the next 3 months.

I’m just exploring for now, but I know I need to do something soon.

Not sure yet… I’m still learning what’s possible.

14. What was your transaction volume in the last 12 months? *

$0 - $4M

$4M - $8M

$8M - $12M

$12M +

15. Is there anything else we need to know? (Optional)

First Name *

Last Name *

Where should we email the results? *

Phone (optional)

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