Insight Invest
Step 2 of 3 · Questionnaire
Waitlist → Questionnaire → Discovery Call
Pre-Session Questionnaire

Help us make
the most of your time

Takes 3 minutes. Everything here stays between us — it just means we can skip the basics and go straight to what matters for your portfolio.

Your name
So we know who we're talking to.
Email
Same one you signed up with, or a new one if you prefer.
How would you describe your investing experience?
Approximate portfolio size
This helps us tailor position sizing and risk advice. Totally optional.
What are you currently invested in?
Select all that apply.
What's the #1 thing you want to get out of this session?
Be specific. "Am I too concentrated in tech?" is better than "help me invest."
Anything you want us to look at specifically?
A stock you're unsure about, a macro concern, a sector you're curious about — anything goes. Optional.
How did you find Insight Invest?
Takes ~3 minutes · Your answers stay private
✓
Questionnaire received
We'll review your answers and send you a link to book a short 15-minute discovery call. No prep needed — just a conversation to see if a full session makes sense for your situation.
Back to Insight Invest →
Insight Invest · 1-on-1 Strategy Sessions · Not Financial Advice