FINANCIAL NEEDS ANALYSIS
At Novae, The Credit & Money Company, our goal is to help you accomplish your financial goals. By completing this Financial Needs Analysis, as your Novae consultant, I will be able to help put you on track to accomplish these goals! So let's get started... do you currently own or run a Business? If No: That’s okay, 93% of the US population doesn’t own a business. If you’re interested in starting one, we can discuss that later… Complete Page 1. If Yes: Congratulations, only 7% of Americans own a business, so you’re standing out! Our goal is to help your business grow! Start on Page 2.
Consultant Name
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Name
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First Name
Last Name
Email
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example@example.com
Phone Number
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Please enter a valid phone number.
Format: (000) 000-0000.
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CONSUMER NEEDS
CREDIT
Are you interested in potentially improving your credit score? a question
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Yes
No
Is it difficult paying your credit card and loan payments monthly?
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Yes
No
Do you find yourself behind or close to being behind on bills?
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Yes
No
Are you concerned about your identity being stolen and the financial impact that would have on your lifestyle?
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Yes
No
SAVINGS
Do you have a mini-emergency ($3K) and true emergency fund (6 months of your expenses) saved now?
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Yes
No
Do you have a savings account and are you earning more than 4% on your savings account?
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Yes
No
PROTECTION & LEGACY
Haveyou taken stepsto put a will or trust in place?
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Yes
No
Do you have life insurance or if so, adequate life insurance?
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Yes
No
MONEY
Could you use a loan now or in the future?
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Yes
No
Would you like to compare credit cards for possibly better options?
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Yes
No
Are you interested in refinancing your student loan or auto loan to alower interest rate to get a lower payment?
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Yes
No
Do you have unfiled tax returns and need help fixing that?
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Yes
No
Do you need additional income to assist in paying bills, growing savings, or investing for your future?
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Yes
No
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LET'S UNLOCK OUR NEXT FINANCIAL LEVEL!
If You Own or Run a Business Please Complete This Section
BUSINESS NEEDS
CREDIT
Have you started building Business Credit, separate from your personal credit?
Yes
No
Can you currently get business loans and business credit cards without your personal credit?
Yes
No
Are your business and personal finances currently merged together?
Yes
No
Does it feel difficult to manage your business credit card and loan payments each month?
Yes
No
MONEY
Would you like more information on what grants may be available for your business that don’t need to be paid back?
Yes
No
Do you need access to business funding?
Yes
No
Are you a new business (less than 2 years old) and need access to funding to build your business?
Yes
No
Do you offer products/ services that cost more than $500 that you would like to give your customers a financing option to pay?
Yes
No
Would you like to increase your revenue by collaborating with a fast growing company, if it makes sense?
Yes
No
BUSINESS SERVICES
Do you need help registering your business for free in your state?
Yes
No
Do you need help gettinga trademark for your brandor product?
Yes
No
Do you need help getting your business license or permit?
Yes
No
Do you need help completing the Beneficial Ownership Information (BOI) report, required by law, due January 1,2025?
Yes
No
Do you need a website or a better website to improve your sales?
Yes
No
Do you need an incentive program to encourage your customers to buy more?
Yes
No
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Representative name that provided you this form
First Name
Last Name
Thank you for completing our Financial Needs Analysis.
Based on your responses, I will be able to provide you with a clear Money and Game Plan. The recommendations will be based on the products and services that we offer.
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