Help me get to know you and prepare for our time together with this CONFIDENTIAL view of your current financial situation
Type of Work
Missions, Business as Mission, NGO, Private Sector, etc.
Street Address Line 2
State / Province
Postal / Zip Code
Type of Work
Are you financially responsible for any dependents ?
Ages of dependents
That you are currently financially responsible for
Have you been through a personal finance course or program with the following?
How do you prefer to communicate?
What is your combined monthly net take-home pay?
How would you describe your income?
Regular, consistent paycheck
Irregular, varies from month to month
Do you use a monthly budget?
It will be helpful to have a copy of it for our conversation. This is a good time to review and update to your latest version.
Do you currently have any of the following?
Non-Retirement Investment Account
Investment Real Estate
It will be helpful for you to have a summary of the current value for these different accounts for our conversation. This is a good time to locate your latest account statements.
Do you own a home?
Do you rent a home?
Monthly Mortgage Payment
Monthly Rental Payment
Do you have any vehicle loans?
Total monthly auto payments
Are you behind in your payments on any debts or rent?
I know this is a stressful situation to be in. Please advise on which debts, by how much and by how many months. Are any in collections?
What Primary issue should we focus on during our exploratory session?
Please list your top concerns or questions about your selection(s) above. What keeps you up at night in regard to these issues or in general?
Thank you for taking the time to fill out this form. This information will be kept confidential and will only be seen by me. I look forward to assisting you take back control of your finances.
MacGegor Magruder firstname.lastname@example.org +60166461985 +12252453030
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