Queer & Trans Wealth Coaching Inquiry

1

What's your name?* This field is required.

First and last name

2

Pronouns

3

What's your email address?* This field is required.

4

Where are you based?* This field is required.City, State

5

Are you seeking individual, couples, or small group coaching?* This field is required.

Individual

Couples

Small Group

Other

6

By checking the box below, you acknowledge that our hourly rate is $175 for individuals or $225 for couples and you're prepared to make that payment.* This field is required.Payment plans are available for long-term support.

I understand and agree.

7

What are your top concerns or goals? (Check all that apply)* This field is required.

Paying off debt

Building an emergency savings fund

Making a plan to give mutual aid regularly—without going into debt or burning myself out

Financial transparency in a romantic or platonic relationship

Developing a healthy relationship with money/my relationship between financial trauma and habits

Saving for gender-affirming surgery

Becoming financially independent from partner(s) or parent(s)

Other

8

How long would you like to work together?* This field is required.

3 months

6 months

12 months

Other

9

Please select all that apply to you.* This field is required.

I've tried budgeting spreadsheets before and they didn't work for me.

I've tried budgeting/financial apps that didn't work for me.

I've worked with a financial coach before.

10

How much do you make per month?* This field is required.You can enter an amount before or after taxes.

11

How much is your rent or mortgage?* This field is required.If you do not have a rent or mortgage payment, please put 0.

12

What kind of debt do you have? (Select all that apply)* This field is required.

Credit Card

Student Loans

Buy Now, Pay Later (Affirm, Klarna, AfterPay, etc.)

Medical

Tax

Other

13

How much debt do you have total?* This field is required.If you do not have debt, please put 0.

14

How much do you pay in debts per month? (not including a car payment)* This field is required.It's okay to give an estimate. If you do not have debt, please put 0.

15

Select all that apply to you.* This field is required.

I have healthy savings

I have inherited wealth

I recently got laid off and received a severance package

I recently received a big lawsuit settlement

I receive financial support from my parents or partner

None of the above

16

How much do you have in savings right now?* This field is required.

17

What is motivating you to start financial coaching right now?* This field is required.

18

How did you hear about Queer & Trans Wealth?* This field is required.

19

What times and days are you available?* This field is required.Please note that I am not available on weekends.

Weekdays, morning

Weekdays; afternoon

Weekdays, evening

20

Is there anything else you'd like to share about your financial goals?This is optional. Any information shared here can help us understand more about your needs. Queer & Trans Wealth may use this information for fundraising or marketing purposes.