New Money Mindsets - Comprehensive Financial Intake & Strategy Form

New Money Mindsets - Comprehensive Financial Intake & Strategy Form

This form helps us understand your current financial situation, future goals, and which New Money Mindsets services best support your journey. Completion of this form does not establish a client relationship until services are reviewed, confirmed, and paid.
LaTisha King

CEO/Founder & Lead Strategist
Let's Get To Know You
Full Legal Name

First NameLast Name
Preferred Name
If different from legal name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
City & State of Residence
Age Range
Your Current Financial Status
Employment Status (Select all that apply)
Annual Income Range
If unsure estimate as close as possible.
Do you currently have any of the following? ( Select all that apply)
Are you currently working with any financial or tax professionals?
Interested Services

(Select all that apply )
New Money Mindsets Services
Tax & Compliance (Optional)
Do you expect any major life changes affecting taxes this year?
Have you filed all previous tax years?
Are you currently facing any IRS issues or audits?
Wealth Building & Protection (Optional)
Do you currently have an investment strategy?
Are you actively contributing to retirement accounts?
What is your biggest financial protection concern?
Ex: Get Life Insurance
Business & Financial Structure (Optional)
Do you currently have a registered business entity?
Do you maintain separate business and personal finances?
What is your primary business financial goal this year?
Ex: Structure all income & expenses
Coaching & Education(Optional)
What’s your biggest money mindset challenge?
Ex: I have money and don’t know what to do with it.
Do you currently follow a budget or financial plan?
Are you interested in group or 1:1 coaching?
Products & Other (Optional)
Which type of products are you most interested in?
Are you looking for educational tools or practical solutions?
How soon would you like to start using our products?
Short-Term Goals

(Next 1–2 Years)
What are you primarily looking to accomplish in the next 12–24 months?
Which areas feel the most urgent right now?
Long-Term Wealth Vision
Where do you want your finances to be in 5–20 years?
What does financial freedom look like to you?
Let’s Work Together

Consultation & Presentation Preference
Would you be open to a virtual Zoom consultation where strategies and visuals are presented live?
Availability for Consultations
Are you comfortable reviewing visual presentations and financial illustrations during the session?
Final Acknowledgement

Readiness & Consent
How soon are you looking to move forward with services?
I understand this form is for informational and intake purposes only and does not establish a client relationship until services are reviewed, agreed upon, and paid.
I agree to receive educational content, updates, and offers from New Money Mindsets.
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New Money Mindsets - Comprehensive Financial Intake & Strategy Form

LaTisha King

Let's Get To Know You

Your Current Financial Status

Interested Services

Tax & Compliance (Optional)

Wealth Building & Protection (Optional)

Business & Financial Structure (Optional)

Coaching & Education(Optional)

Products & Other (Optional)

Short-Term Goals

Long-Term Wealth Vision

Let’s Work Together

Final Acknowledgement