Name - Person #1
First Name
Last Name
Age
Employment Status
(Full or Part-time, Self-Employed, Stay-at-home, etc.)
Name - Person #2
First Name
Last Name
Age
Employment Status
(Full or Part-time, Self-Employed, Stay-at-home, etc.)
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Do you have kids?
Yes
No
Child(ren) age(s):
Are you financially supporting anyone else?
Yes
No
Who are you supporting financially?
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Current standing...
How satisfied are you with your current financial situation?
1
2
3
4
5
Not at all satisfied
Very satisfied
1 is Not at all satisfied, 5 is Very satisfied
Person 2: How satisfied are you with your current financial situation?
1
2
3
4
5
Not Stressed
Very Stressed
1 is Not Stressed, 5 is Very Stressed
How confident are you in your ability to make financial choices?
1
2
3
4
5
Not at all satisfied
Very satisfied
1 is Not at all satisfied, 5 is Very satisfied
I could handle a major unexpected expense
1
2
3
4
5
Not at all confident
Very confident
1 is Not at all confident, 5 is Very confident
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Tell me about your vehicles. Are they paid off? Leased? How many do you have?
How many bank accounts do you have? If multiple, how are you using them?
Do you have money in savings now to cover basic emergencies?
Yes
No
How much do you currently have in savings?
Are you actively putting money into some type of savings?
Yes
No
What type of savings are you using?
What things are coming out of your paycheck directly?
How do you currently manage your money?
Have you ever tried budgeting before?
Yes
No
How did it go? What worked well, what didn't?
What tools/apps have you used to manage your money?
Do you currently work with any other financial professionals for taxes, investing, or estate planning?
Yes
No
What type(s) of financial professionals do you work with?
If you are self-employed, do you have a separate bank account for your business?
Yes
No
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Looking ahead...
What is your primary financial goal?
What would like to take away from this meeting?
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