Financial Coaching Application

Financial Coaching Application

This application is to see if you're a good fit for our 1:1 coaching program.
Please answers all of the questions with as many details as possible to ensure that Haley and Justin are fully able to assess your financial situation and make the most informed decision about your acceptance into the program. Also, feel free to ask questions or voice any concerns you might have about coaching at the bottom of the application.

We appreciate your patience in advance, as we take the time to read through all of the applications.

Coaching packages & pricing can be viewed here along with testimonials
Name*

First NameLast Name
Email Address*
Haley or Justin will reach out via email, so please make sure your email is listed correctly
Phone Number*

Area CodePhone Number
Instagram handle*
example @priceofavocadotoast
What pronouns do you use?*
Social media handle*
example Instagram @priceofavocadotoast WHY do we ask for this? Many folks talk to us daily through social media platforms under different names. This helps us identify whether we've had previous interactions with an applicant or not and start to piece together who they might be. If you are uncomfortable answering this, please place N/A in the box above. Thanks!
Where did you hear about us?*

InstagramFacebookTikTokTwitterPodcastWord of mouthOther
If someone referred you to us, please leave us their name so we can thank them for spreading the word about financial coaching!
Where do you live?*
What do you do for work?*
Please include your spouse/partner's information, if applicable
Describe your current financial situation in 3 words*
What are your biggest money issues currently?*
You cannot overshare. The more information, the better!
What are some of your big goals?*
You cannot overshare. The more information, the better!
What does your current debt situation look like?*
Provide numbers if you have them and estimates if you don't.
What does your take home income look like?*
Please include your spouse/partner's information, if applicable
What is your current pay structure?*

Biweekly (every other week)Twice a month (example: 1st and 15th)Once a monthWeeklyCommission basedOther
What do you hope to get out of financial coaching?*
What attracted you to 1:1 coaching?*
What are some of your reservations about 1:1 coaching?*
Are you willing to invest in your financial future?*

YesNoUnsure - I need more information
Are you ready to take radical responsibility for your actions, spending habits, behaviors, and mindset around money?*

YesNoUnsure - I need more information
Anything else you want to share before our call?
Do you have any questions or concerns about coaching?
Do you have a preference for which coach you meet with for a consultation and potentially work with?*

HaleyJustinEither - I don't have a preference
Should be Empty: