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Kingdom Wealth Workshop

Kingdom Wealth Worksheet

Please Take 3-5 Minutes To Complete This Survey. Completing This Will Help You Make The Most Of Today.

Name

First

Last

Phone Number

Date / Time//

Family Scenario

I am single
I am divorced
I am widowed
I am married

How Many Children Do You Have and What Are Their Ages?

Present Financial Facts

In this section please provide approximate values as close as possible for a few pieces of key financial information. This is the first step in taking authority over your finances and will allow you to get so much more out of the workshop.

Approximately What Is Your Monthly Income *

What Is Your Main Income Source?

I'm a W2 Employee
I am a 1099 Independent Contractor
I am a commission based professional
I am a small business owner < 5 Employees
I am a business owner > 6 Employees

Approximately What Are Your Monthly Expenses *

Approximately How Much Liquid Cash Do You Have In Checking / Savings / Money Market *

Outstanding Loans

Please Provide An Approximate Value Of Any Outstanding Loans

Approximate Value Of Mortgage(s) If Applicable? 1st mortgage plus any 2nds or equity lines of credit

Approximate Value Of Car Notes?

Approximate Value Of All Personal Credit Card or Money Owed To Others Individuals?

Retirement Account Information

Approximately What is The Total Value Of Any Retirement Accounts You May Have

What Types Of Retirement Accounts Do You Have?

401K - Pre Tax Through Employer
IRA - Pre-Tax Non Employer
Roth - After Tax Retirement Account

Real Estate Section

Describe Your Present Living Situation

I'm A Homeowner
I'm Renting Home/Apartment
I'm Living With Family / Friends

I Own Investment Real Estate

How Many Investment Properties Do You Own

Approximate Value of Rental Properties

Approximate Equity (Value - Loans) of Rental Properties

Approximate Positive Monthly Cash Flow On Investment Properties

Final Group Of Important Questions

Do You Own Any Crypto Currency?

What Crypto Currencies Makes Up The Biggest Percentage of Your Holding?

Bitcoin
Ethereum
Binance
Solano
Cardano
XRP
Other

If Yes, What's The Approximate Total Value Of Your Crypto Currency?

Do You Have Any Life Insurance?

If Yes, Approximately How Much Life Insurance Coverage Do You Have?

When it comes to prospering financially in the kingdom, what would you say are your greatest questions and concerns? Where could you use the most help?

Why is now the time you must learn to truly prosper and create Kingdom wealth...not a should or nice to have...but a must for you?

Do you believe that you need to grow in more favor with God and Man to fulfill your kingdom purpose?

What's In Your Hand?

What available skills, gifts, talent, relationships, assets...that could possibly be better stewarded to create additional value and income?

Roofers United is a non-profit 501C3 that promotes integrity, honesty, justice and best practices in the General Contracting industry at large. Its members are comprised of Residential and Commercial Contractors, Roofers,

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