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 The       Legacy

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Let us Get to Know Your!

Welcome to The GOAT Legacy, where our mission is to help you Plan. Preserve. and Prosper. Before we meet, I’d love to learn more about you — your goals, your challenges, and your vision for the future.

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This questionnaire isn’t a test — it’s a conversation starter. Your responses will help us tailor our first session to your specific needs, whether we’re focusing on personal finance, business strategy, or legacy planning.

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Please answer honestly and to the best of your ability. There are no right or wrong answers — just real life, and that’s exactly what we build from. Everything you share is completely confidential and used only to help you create a roadmap that works for your situation and goals.

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Take your time, reflect, and have fun with it. The more we understand your journey, the better we can guide you toward financial greatness and generational impact.

Tell us about you!

Please fill out the following form.

Marital Status:
Single
Married
Divorced
Other
Do you have dependents?
No
Yes
What Brings You to The GOAT Legacy?
How did you hear about us?
How would you describe your current financial situation?
Have you ever worked with a financial coach or consultant before?
Yes
No
Do you currently have life insurance?
Yes
no
If yes, what type?
Do you have a will or trust established?
Yes
No
Are you interested in learning about:
How would you prefer your first session to focus?

Our Journey

The GOAT Business began with a shared passion for helping others reach their potential. From our own personal experiences with debt and financial hardships, we learned the value of resilience and the power of a well-executed plan. Through this journey, we transformed challenges into lessons and success stories, culminating in our business that now serves hundreds of clients worldwide.

Our Mission

The Goat Legacy is dedicated to empowering individuals and communities to build lasting financial legacies, fostering personal growth, and encouraging self-sufficiency. By providing education, resources, and support, we help people break through financial barriers, create wealth, and cultivate a strong sense of purpose and direction. Through guidance and mentorship, we inspire individuals to lead lives of integrity, resilience, and excellence, leaving a legacy that will positively impact future generations.

Our Vision

The GOAT Business began with a shared passion for helping others reach their potential. From our own personal experiences with debt and financial hardships, we learned the value of resilience and the power of a well-executed plan. Through this journey, we transformed challenges into lessons and success stories, culminating in our business that now serves hundreds of clients worldwide.

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