Onboarding Diagnostic

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1. What are the biggest outcomes you want to create over the next 12 months - in your money, work/business, lifestyle, personal life, and mind?

2. When you think about why those outcomes haven’t already happened, what comes to mind first?

3. What have you already tried to improve this situation? (Programs, strategies, habits, advice, coaches, group programs, events, decisions.)

4. What tends to happen after you try something new? (Do you stay consistent, lose momentum, get overwhelmed, get distracted, or move on?)

5. When life doesn’t go the way you want it to, what is your immediate internal reaction?

6. How would you describe the way your mind works on a daily basis? (Overthinking, worrying, calm, neutral, fearful, driven, distracted, intense.)

7. What emotions show up most often during your days? (Fear, pressure, doubt, panic, frustration, joy, peace, motivation, relief.)

8. When faced with a big opportunity or decision, what is your default internal response? (Excitement, overthinking, doubt, avoidance, certainty, fear.)

9. Do you feel like you're leading your life with clarity, or reacting to whatever shows up?

10. How would you describe your nervous system on an average day? (Calm and grounded, up and down, constantly alert, easily triggered, steady, overwhelmed.)

11. When something unexpected happens, what is your immediate interpretation - “it will work out,” “I need to brace for impact,” or “things always go wrong for me”?

12. When something doesn’t go the way you hoped, what is your usual first thought? (“I could have done something differently,” “other people should have acted differently,” “life is unfair,” or “these things happen.”)

13. Do you consider yourself generally optimistic, realistic, or someone who prepares for the worst? (Please share an example.)

14. How do you usually respond when things or people don’t meet your expectations? (Stay calm, get frustrated, feel irritated, withdraw, try to fix it, feel disappointed, get angry.)

15. Do you often feel annoyed, irritated, or triggered by other people’s behaviour or decisions?

16. When unexpected financial things come up (bills, fines, fees, fluctuations), how do you typically respond? (Calmly, frustrated, anxious, angry, neutral, fearful, annoyed.)

17. In your opinion, what percentage of your results come from your internal world vs. external circumstances? Don’t say what you think the answer ‘should’ be - answer it based on what you truly believe right now.

18. What monthly income level feels “normal” or “safe” for you - and how long have you been at that level?

19. What thoughts appear when you imagine doubling or tripling that number?

20. Where in your financial life do you feel like you keep hitting the same ceiling, no matter what you do? (For example: pricing, earning capacity, savings, investments, attracting high-quality opportunities, work/business revenue).

21. Have you ever increased your income and then dropped back down again? If yes - what caused the drop?

22. What is the highest amount you’ve earned in a 12-month period?

23. What is the highest amount you’ve earned in a 12-month period sustained for 3 years or more?

24. Do you often worry about money, even when things are objectively fine?

25. Does money feel secure and replenishing to you - or do you fear it could disappear if you’re not careful?

26. When you see other people earning a lot of money, do you feel inspired, indifferent, envious, motivated, or annoyed?

27. When you think about your future, is it clear and vivid - or unclear, confusing, foggy, distant, or hard to picture?

28. What are you certain your life will look like in three years? (not ‘hope’ but what feels certain right now)

29. What dream or ambition do you think about often but rarely say aloud?

30. How would you describe your self-image? (Strong, solid, powerful, fragile, inconsistent, confident, self-critical, grounded, volatile).

31. Where do you feel the most self-led and powerful in your life - and where do you feel the least?

32. What part of you do you wish felt stronger, more stable, or more certain?

33. In moments of stress, pressure, or unexpected change, which version of you usually shows up? (Strong, panicked, avoidant, angry, overwhelmed, decisive, reactive.)

34. When was the last time you made a decision that changed your trajectory? What was it?

35. What is one thing you know you need to do - but keep delaying?

36. When you think about your next-level life (income, home, lifestyle), does it feel emotionally safe, or does it bring up any discomfort, fear, or doubt? Describe it.

37. What is the most common thought your inner critic says to you?

38. What do you believe people with the life you want have that you don’t currently have? (in terms of the type of person they are, not in terms of the assets they own)

39. What are the patterns you fall into when things are going well? (Do you sabotage, slow down, panic, doubt, overthink, relax, push harder?)

40. How comfortable do you feel receiving more — money, opportunities, support, praise, attention?