Financial Coaching Application
I would love to coach you on your path to financial freedom
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Total Monthly Income
List your debts and interest rate for each (example: Credit card 20%, auto loan 8%)
Account balances in checking, savings, retirement, and/or investment accounts
How much do you pay in rent? (N/A if homeowner)
How much is your mortgage payment, term, and interest rate? (N/A if renting)
This program is three months and has a financial cost to you. At the end of three months what do you need to see in your financial life that will make you look back and say it is a good investment?
What is your ideal retirement, if you didn't have to work for money what would you do?
Submit
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