Childfree Wealth Intro Snapshot
This snapshot helps me to get to know you and where to focus when we meet.
Street Address Line 2
State / Province
Postal / Zip Code
Please enter a valid phone number.
How old are you?
What do you do?
What is your marital status?
Couple (not married)
If you are married or in a serious relationship, it is very important that your spouse is part of the financial planning process. Please make sure they can attend our meeting.
What does your spouse do?
How old is your spouse?
Do you have children?
What are your kids names and ages?
I have to ask the next question for documentation purposes. If you choose that you do not plan on having children, I will never ask again. If your plans change, please let me know as it changes your financial plan.
Do you plan on having children?
No, I'm Childfree
Thanks for letting us know a bit about you. Now help us understand your finances.
Does anything with your finances keep you up at night? (or make you worry in another way)
What would you like to accomplish by working with a CERTIFIED FINANCIAL PLANNER™ and financial coach?
Our modular financial planning process covers 12 areas. Below is a list of our modules (focus areas). Please drag and reorder the list based on your priorities:
Is there anything else you would like to share?
Should be Empty: