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*

First NameLast Name
What is your preferred method(s) of communication?*

EmailTextPhone CallMicrosoft TeamsZoomOther
Your Email*

Confirmation Emailexample@example.com
Your Phone Number*
Please enter a valid phone number.
May we text you at the this number?*

YesNo
Marital Status

SingleEngagedMarriedDivorcedWidow/WidowerOther
Your Time Zone*

HawaiianAlaskaPacificMountainCentralEasternAtlanticOther
What financial topics would you like to discuss?*

Biblical generosityBuilding creditBuying or leasing an autoBuying or selling a homeCreating a spending planFinancial health scoreGetting debt-freeIdentity theftInsurance needsInvestment basicsLegacy PlanningMinisterial FinancesMortgage / RentRetirement basicsSaving for collegeSaving for the futureStudent LoansUnemploymentOther
What questions do you hope to have answered during your meeting(s)?
General Questions
How did you hear about us?*

FaithFiFaith and Finances Radio ShowCompass Financial MinistryMore Than Money PodcastPastorCounselor / TherapistFriendsFamilyBrochureOther
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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Introductory Meeting Inquiry

Contact Information

General Questions

Getting to Know You