Ann Babiarz & Associates, LLC F&I MMG Member APPLICATION

Please complete this questionnaire to  engage in a bit of self-exploration and to help us understand how we can best serve you.

Note that you do NOT have to provide any specific financial information (account sizes, net worth, etc).   Please complete this application to the best of your ability.

Once we receive your application, we will review it and respond to you with next steps for joining our awesome group.  

Thank you for your time and attention!  

As always, please do not hesitate to ask any questions by emailing or calling 239-331-4706. 

Thank you for applying to  The Ann Babiarz & Associates, LLC Finance & Investing Mastermind Group.

To your success,






What types of investments have you made or are you currently making?

How long have you been investing?

What is your level of investment experience?

What is your primary investment objective (the main financial result you desire for your account(s)?

What is your secondary investment objective (other financial result you may desire for your account(s) but is not your main objective)?


What is your risk tolerance? Different investments and strategies involve different degrees of risk.  The higher the expected returns of an investment or strategy, the greater the risk you could lose most of your investment.   So, what is the degree of risk you are willing to take with your investments?

What are your financial goals? (you do not need to include amounts, simply overall goals)

What are your liquidity needs (the extent to which you desire or need to quickly and easily convert all or a portion of an investment to cash without experiencing significant loss in value or incurring significant costs or penalties)?

What is your time horizon?  (The expected number of months, years, or decades you plan to invest to achieve a particular financial goal(s).)

What keeps you up at night?

If you could put one financial fear behind you once and for all, what would it be?

What skills or expertise in the areas of finance and investing do you bring to our group? If none, that is perfectly okay, we have all levels of experience & expertise in our group.  

What are your expectations/vision for your participation in our mastermind group?

Which features or benefits of the mastermind group are most important to you?

What financial, investment or personal development topics would you like to be covered on our group calls? 

What trading platform do you use?

List your five greatest strengths:

List your 5 greatest weaknesses:

What are your five biggest challenges or obstacles to having financial success?

What habits (that you can immediately identify) are stopping  you from moving forward in your finances or investing?

List three things that are motivating to you:

What would make this group better for you?

How will you measure your success with this group?

What else would you like to share?