Financial Coaching Application

Please fill out this application to learn more about financial coaching.

✨ This is so we can learn more about where you are with your money. Your answers don't have to be exact. The more we know, the better we can point you in the right direction.
✨ After you submit this application, you'll get a link to schedule a 30 minute application call with Coach Nicole or Coach Annie.
✨ This free, no-pressure call is so you and I can meet each other, dive in to your money experience and your goals, and make sure we connect you with the best next steps for you financially!
✨ Send me a DM on Instagram @arise.financial.coaching once you send your application in - I want to cheer you on!

*Filling this out is NOT a commitment to financial coaching, nor is it acceptance into one of our financial coaching programs. It's the first step to finding out if we're the right fit for you!*

Name*

First NameLast Name

Email*

example@example.com

Time Zone

Which best describes you?*

I, or my partner and I, are looking for help with our personal finances.Same as above, except at least one of us is a contractor or a small business owner.

What do you do for a living?*

What is your household annual income? (Totally ok to estimate!)*

Which one best describes your current money situation?*

I'm going into debt more & more each month.I can cover my bills & expenses each month, but it's pretty close.I feel like I should have money left over, but things keep coming up so I don't.I have extra money each month, but no plan for it...so I tend to spend it!I have plenty of extra money left over each month, and I'm ready to do the most with it!Honestly? Among these options, I'm not even sure.

What's keeping you stuck with your money? (check all that apply)*

I can’t stick to a budget - or, I'm not currently trying to!I can't seem to save money, no matter what I try.I feel a lot of guilt and anxiety when it comes to money.I'm afraid that in order for my money to work long-term, I'll have to give up everything I enjoy now.I can't get out of debt/even when I do, I cycle right back in.My partner and I aren't always on the same page when it comes to money decisions.I don't stay consistently on a plan long enough to reach my goals.I don't know enough about my next step to take, but I'm ready to learn!

What do you want most?*

I feel like I'm drowning and I want to get my head above water.I want to pay off my debts and see what's next for me.I want to feel confident that I'm doing the most with what I have.I want a money system that helps me stay on track without feeling restrictive.I want to invest and accelerate toward my financial freedom goals.I feel confident that I've got my money system down, but I want to see what I can do even better.Other

What's the biggest challenge you're facing right now when it comes to money? *

(Example: "I've been trying to pay off my credit cards for years. I thought I finally did it last summer, but then I needed new tires and ended up right back where I started within weeks.")

How much would you say this financial challenge affects you, day-to-day? *

(If you can, give an example. For instance, "I check my bank account app first thing in the morning to figure out whether I can get coffee today." or "I know my credit card debt means I'm leaving options on the table - and I feel that each time I think about retirement.")

How long has this same issue been on your radar?*

Less than a monthThe past few monthsThe past few yearsHonestly, as long as I can remember

What are the stakes? If you keep going on as you have so far and nothing changes, what will the consequences be?*

In your dream world, what would be your ideal outcome from working with a financial coach? *

(For example, “I'd love to feel empowered to make big purchases with the confidence that I'm still able to invest toward my future.")

Our clients save tens to hundreds of thousands of dollars by working with us. If you are invited to a Financial Coaching program, is changing your whole financial future worth it to invest in yourself?*

HECK yes! I've experienced growth like this before, and can't wait to do so again.I'm nervous/want to learn more, but my impulse is "YES" - I know it will pay off in a huge way.No, I'm really not ready to grow in that way right now.

How did you hear about us?*

If you found us through a podcast, which one? If through a direct referral, from whom? (We'd love to thank them!)

After hitting "submit", you'll schedule your free, no-pressure 30-minute application call to dive in and figure out what the next best step is for you financially. We can't wait to connect and help you choose the next right step. Are you ready to book your call and show up at the chosen time?*

Yes!

(HIDDEN)What have you tried so far? What's worked, and what hasn't?

(HIDDEN) What is your household annual income? (Totally ok to estimate!)

(HIDDEN) What stuck out to you most during the Masterclass? (If applicable)

(HIDDEN) How long has this same issue been on your radar?