Financial Coaching Questionnaire

Financial Coaching Consultation Questionnaire

Inspired Life - Create the Life You Desire & Deserve!
Name

First NameLast Name
2 Email
example@example.com
3. Phone Number
5 Occupation
Relationship Status
What is your monthly income after taxes?
What are your average monthly expenses (housing, food, bills, etc.)?
What is your total debt amount (credit cards, loans, etc.)?
What is your current savings balance?
Do you currently invest in any of the following? (Check all that apply)
What are your top three financial goals? i.e. pay off debt, increase income, build savings/emergency fund
What is your desired monthly savings amount?
When would you like to achieve your top financial goal?
How confident do you feel about reaching your financial goals?
Do you follow a budget?
How often do you review your finances (income, expenses, savings)?
Do you have an emergency fund?
Do you track your credit score?
How do you typically make financial decisions?
What is your biggest financial challenge right now? i.e. managing debt, saving money, increasing income, planning for retirement, etc.
What motivates you to improve your financial situation?
Have you worked with a financial coach or advisor before?
What are you hoping to gain from financial coaching with Inspired Life?
Is there anything else we should know about your financial situation or goals?
Thank you for completing the questionnaire!

We’ll use this information to create a personalized plan to help you achieve the financial life you desire and deserve.

Next Steps:
After submitting this form, we’ll schedule your initial consultation to discuss your responses and start
your journey toward financial success
Appointment
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Financial Coaching Consultation Questionnaire