Start a Conversation

I'm glad you're here.

This short form will help me get a little oriented before our first conversation. You don't need to have everything figured out, and you don't need to share anything you're not ready to share. A few sentences are plenty.

Our first conversation is complimentary. It's simply a chance to meet, talk about what brought you here, and see whether I might be useful.

Name

First NameLast Name

What would you like me to call you, and what are your preferred pronouns?

Email

example@example.com

Phone Number

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

Address

Street Address

Street Address Line 2

CityState / Province

How did you find Golden Thread Collaborative?

What brings you here?

What would you like me to understand about your diagnosis or health situation?

Share only what feels relevant. You don't need to provide a detailed medical history.

What feels most important to talk about right now?

For example, money, work, benefits, family, planning, uncertainty, or how you want to spend your time.

What have you been through, and where are you in your recovery or survivorship?

Only as much as you'd like me to know.

What is still feeling unfinished, uncertain, or changed?

This might involve finances, work, relationships, identity, priorities, or your relationship with mortality.

Who are you supporting, and what would you like me to understand about their situation?

You can share your relationship to them and whatever context feels important.

What are you carrying or trying to figure out right now?

For example, caregiving, money, practical decisions, family dynamics, planning, or your own experience of what's happening.

Who has died, and what would you like me to know about your loss?

There is no need to tell the whole story here--just what feels relevant in this moment.

What is bringing you to this conversation now?

It might be grief, financial or estate matters, changes in your life, or something you haven't quite found words for yet.

What has you thinking about money and mortality lately?

A question, an experience, a worry, a book, a conversation, or simply a growing curiosity.

Are there particular questions or topics you'd like to explore?

For example, preparing for death, what enough looks like, financial decisions, aging, meaning, or living more intentionally.

Tell me a little about your professional work.

Your role, organization or practice, and the people you serve.

What kind of conversation are you hoping to have? Select all that apply.

Anything you'd like me to know before we meet?

If you're reaching out about a client, please avoid sharing identifying or sensitive details in this initial form.

What would you like me to know about what brings you here?

There is no need to fit your situation into a particular category.

Is there anything else you'd like to share?

May I add you to my newsletter, Threads of Insight? Issues come out once or twice a month. No sales, no spam.

What happens next

When you submit this form, you'll be taken to my calendar to choose a time for our complimentary conversation.

We'll meet on Zoom, get to know each other a little, and talk about what brought you here. You don't need to prepare anything else or have a plan. Just bring yourself and whatever is on your mind.

There is no obligation to continue working together.