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Life Asset Audit
Section 1: About You
Name
First
Last
Email
Marital Status
Single
Married / Partnered
Other
Do You Have Children?
Yes
No
Section 2: Your Goals
What's the #1 thing you want to accomplish in the next 12 months?
Any other goals worth knowing about?
Financial, Personal, Business...
Section 3: Your Business
Business Name
Business Structure
Sole Propreitor
LLC
S-Corp
C-Corp
Partnership
Other
What does your business do?
One sentence is fine
Approximate Annual Revenue
e.g $500k Annually
Number of Employees (including yourself)
What's working well right now?
Description: Sales, team, systems..
What's your biggest challenge?
Be honest — this helps us focus
Section 4: Assets
Real estate owned
e.g. primary home, 2 rentals in Florida
Vehicles
e.g. 2023 Range Rover, 2021 Tesla
Stocks / brokerage accounts
individual stocks, ETFs, index funds — approximate value or range is fine
Alternative Investments
Description: e.g. private equity, crypto, syndications, funds, angel investing — list whatever applies
Collectibles / Luxury items
Description: Art, watches, handbags, jewelry, etc. — approximate value is helpful but not required
Section 5: Reading
Which of PJ's Books Have You Read?
Third Circle Theory (TCT)
Radius
Gate of Choice (GOC)
None
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