COACHING SESSION APPLICATION
Full Name
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First Name
Last Name
Email
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example@example.com
Tell me a little about yourself. A few questions to get you started: What kind of law do you practice? How long have you been practicing? What's your practice setting--big firm, small firm, in-house, government, etc.? Do you have a family?
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Tell me what you're struggling with in your finances.
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How much is your household income? How much do you actually receive in your checking account each month? If you have a partner but manage your finances separately, only include your income here.
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How much is your rent or mortgage?
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Is the rent or mortgage paid out of the income you listed above?
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What other expenses are paid out of the income you listed above each month? Approximate amounts are fine. (e.g., groceries - $500, utilities - $300, car loan - $525, etc.)
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How much do you have in savings that you can readily access? Don't include your retirement savings.
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Tell me about your debt. (e.g., I have $10,000 in credit card debt, $100,000 in student loans, and $20,000 on a car loan.)
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On a scale of 1-10, where 1 is terrible and 10 is amazing, how are you feeling about your spending habits?
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Why did you choose that number?
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On a scale of 1-10, where 1 is terrible and 10 is amazing, how are you feeling about your debt?
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Why did you choose that number?
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On a scale of 1-10, where 1 is terrible and 10 is amazing, how are you feeling about your savings?
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Why did you choose that number?
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What are you hoping to get out of our coaching session?
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To have the most productive conversation, I need to review your numbers. Once you submit this form, you should receive links to my financial worksheets. When prompted, click "Make a copy." Then, fill in your information. When you're finished with each sheet, click the "Share" button in the top-right corner, and add hello@rhothomas.com as an Editor.
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I confirm that I will complete the worksheets and add hello@rhothomas.com as an Editor.
I understand that if I do not complete these worksheets, I will not be considered for a coaching session.
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