KROWN Mindset

Private Alignment Request

This request is the first step in determining whether a private conversation is appropriate. KROWN Mindset is selective by design. Submitting this request does not guarantee a conversation.

This process exists to assess alignment, readiness, and fit. Your thoughtful response helps us determine whether this is a high-value use of your time and ours. If it’s not a fit, we’ll let you know respectfully. All submissions are reviewed personally.

Please answer thoughtfully and honestly.

About You

Full Name *

Phone *

Email *

Where are you located? (City and State) *

Current Role or Profession? *

SECTION 1: Why Now?

1. What specific realization or internal signal led you to request a private conversation now? (Short response)

2. Which statement best reflects where you are right now?
(Select one)

I am actively moving from earned income toward ownership and cash-flowing assets

I am refining my wealth strategy and decision criteria before allocating capital

I am exploring possibilities and gathering information

SECTION 2: Decision-Making Approach

3. When you face decisions that impact your long-term freedom or financial independence, how do you typically approach them?
(Short paragraph)

4. On a scale of 1–10, how ready are you to allocate capital into opportunities that align with your goals and risk criteria?
Note: You are not investing with KROWN Mindset. All investment decisions remain your own.

SECTION 3: Ownership & Stewardship

5. What does “ownership” mean to you at this stage of your life?
(Short paragraph)

6. Describe the first moment you noticed that income alone no longer felt like freedom.

(Short Paragraph)

7. Which best describes your current capacity?
(Select one)

I have personal capital available and decision authority.

I have access to capital through my network and the ability to mobilize it responsibly.

I am preparing capital and finalizing my criteria.

I am not yet financially positioned to act.

SECTION 4: Alignment & Readiness

8. What would you be giving up -emotionally or strategically- if you didn’t address this tension now?

(Short Paragraph)

9. What would make this work not a fit for you right now?
(Short paragraph)

10. What are you hoping a private conversation would help clarify for you?
(Short paragraph)

11. This conversation is not a sales call.
If we speak and determine this is not aligned, are you comfortable walking away without pressure or obligation?

Yes

12. If nothing changes in your approach to wealth over the next 12 months, what concerns you most?
(Short paragraph)

13. Are you able and willing to travel to Austin, TX for an in-person cohort if invited?

By submitting this form, I understand and agree to the following:

Submitting this request does not guarantee a conversation.
All requests are reviewed personally to determine alignment, readiness, and fit.
If there appears to be alignment, you will receive an invitation to schedule a private conversation. If not, you will receive a clear and respectful response.
My responses in this form will be kept confidential and used solely to assess fit and readiness for the program.
I confirm that the information I have provided is true to the best of my knowledge.