Financial Snapshot

Financial Snapshot

This information will help me see the overall picture of your financial situation, so that I can ask better questions during our consultation and give you a better idea of what your coaching sessions with me might entail. Please be assured this information will be held in strictest confidence.
Your name *

First Name Last Name
Spouse's name

First Name Last Name
Your age *
Your occupation *
Spouse's age
Spouse's occupation

Address

Savings
Do you have an emergency fund? *

Yes No
How much is in it?
Do you have retirement savings/investments? *

Yes No
How much is in your retirement account(s)?
What is your monthly contribution to your retirement account(s)?
Do you have non-retirement savings or investments (besides your emergency fund)? *

Yes No
What is your total balance in non-retirement savings and investments?
What is your monthly contribution to non-retirement savings and investments?

Please enter total outstanding balance owed for the debt types listed.

Your primary concerns
What primary issue(s) should we focus on during your coaching sessions? *

Budgeting Debt elimination Dealing with collectors Paying for college Wealth building Real estate
List your top 3 concerns/questions related to your above selection *
Should be Empty:

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