Money Strategy Coaching Interest Form

Money Strategy Coaching is a 90 day, one on one experience from the Financial Empowerment Collaborative designed to help you:

Set clear financial goals
Build a practical, personalized plan
Track your progress
Take action on budgeting, savings, credit, debt, or a major purchase
Build healthier money habits and celebrate your wins

Complete this form so we can understand your goals and determine the best next step. Credit Lift participants must enroll and attend all required coaching sessions.

After submitting, create your free Money Strategy Platform account.

Name

First NameLast Name

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Email

example@example.com

What would you like your Money Strategy Coach to help you with?

What is the biggest financial challenge you want to work through during coaching?

Have you worked with a financial coach or counselor before?

How ready are you to take action on your Money Strategy plan?

What else should your Money Strategy Coach know about your goals or situation?