Introductory Meeting Inquiry

Introductory Meeting Inquiry

There is no charge for this 30-minute session to see if we are a fit for each other.
Contact Information
Your Name*

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Your Email*

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Your Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
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What questions do you hope to have answered during your meeting(s)?
General Questions
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Getting to Know You
Describe the past and present influences that inform how you handle your finances.
What would you say is the guiding authority in your life that determines how you spend money?
Give examples of how you express generosity and giving with your finances.
Describe your view and/or feelings toward personal debt.
If you were gifted $500,000, describe what you would do with that money.
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General Questions