Financial Coaching Pre-Session Questionnaire
Please complete this form at your earliest convenience. Your responses will remain confidential and are essential for creating a tailored financial plan to help you achieve financial freedom.
Basic Information
Your Full Name
First Name
Last Name
Your Email Address
example@example.com
Your Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Preferred Method of Communication:
Email
Text
Phone Call
City & State (or Country):
Goals & Vision
What are your top 3 financial goals right now?
What does “financial freedom” look like to you?
Why is achieving financial freedom important to you personally?
What specific milestone would feel like a huge win for you in the next 3–6 months?
What long-term milestones would you like to celebrate in 1–3 years?
Income & Employment
Are you currently employed?
Yes
No
If yes, please provide job title/role and monthly net income (after taxes). If no, how are you currently covering your living expenses?
Do you have any side income or passive income? (If yes, please describe and give approximate monthly amounts.)
Expenses & Lifestyle
Please estimate your monthly expenses in the following categories:
Do you currently follow a budget? If yes, what budgeting method do you use (e.g., zero-based, 50/30/20, envelopes, etc.)?
How often do you track your spending?
Savings & Investments
Do you currently have any savings?
Yes
No
If yes,
Emergency Fund Balance
Other Savings Goals (vacation, home, etc.)
Are you investing money regularly? If yes, where and how much (e.g., 401(k), Roth IRA, stocks, crypto, etc.)?
Do you have any retirement accounts? Please list and give approximate balances.
Debt Overview
Do you currently have any debt? (Select all that apply)
Credit Cards
Student Loans
Auto Loans
Mortgage
Personal Loans
Medical Debt
Other (please specify):
For each category you selected, please list the total balance, minimum monthly payment, and interest rate (approximate):
Support & Accountability
Do you live with a partner, spouse, or family member who shares financial responsibilities with you?
Yes
No
If yes, are they supportive of your financial goals?
On a scale of 1–10, how committed are you to making real changes in your financial life?
Please Select
1
2
3
4
5
6
7
8
9
10
What type of accountability helps you stay on track? (e.g., weekly check-ins, visual goals, public progress, private reminders)
Session Preparation
What would make our first session a success for you?
Is there anything else you’d like me to know before we meet?
Please verify that you are human
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