60-Second Clarity | Wealth Within Reach®

1. Focus & Context

What's bringing you here today?

Have a mortgage renewal or refinance coming up Buying a home or making a housing change Self-employed or running a business and need financing Trying to get on top of debt or sort out my finances

2. Decision Posture

When it comes to big financial decisions, you tend to:

Wait until I fully understand what I'm getting into Do my research before committing to anything Move forward and figure things out as I go Decide quickly once I know it feels right

3. Current Consideration

Right now, what matters most to you?

Making sure I don't make a costly mistake Weighing my options before choosing a direction Getting the best outcome without taking on unnecessary risk Seeking the best advice before proceeding

4. Timing Horizon

When do you need to make this decision?

I need to move on this soon Maybe within the next few weeks Likely within the next few months No set timeline yet

5. Life Stage

Which age range applies to you?

Under 35 35–49 50–64 65+

Contact Details

One step from clarity — where should we reach you?

Your information is kept private and used only to review your situation and provide relevant feedback.

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