Personal Finance Snapshot

  • Personal Information

    First, tell me some more about yourself and your family. All information submitted remains strictly confidential.
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  • Do you have any children or other dependents?*
  • Do you currently work with a monthly budget or spending plan?
  • What areas would you like to discuss?*

  • Income Sources

    How much income do you have to work with?
  • Do you have any additional monthly income sources besides work?*
  • Please select the sources from where you receive this income.

  • Savings

    How much do you have saved?
  • Do you have an emergency fund?*
  • Do you regularly contribute to any non-retirement savings or investment accounts?*
  • Do you regularly contribute to an Educational Savings Account or a 529 plan? **

  • Housing

    Your baseline expenses for your home.
  • Do you rent or own your residence?
  • Are you current on your payment?*

  • Assets

    These are the things you own.
  • Do you have money saved in retirement accounts like a 401(k), 403(b), or IRA?*

  • Do you own a business?*
  • Do you own rental properties?*

  • Debts

    These are the things you owe.
  • Do you have non-mortgage debt?*
  • What types of non-mortgage debt do you have? (Mark all that apply and detail applicable amounts below).

  • When is the last time you pulled a copy of your credit report?*

  • Coaching Agreement and Final Submission

    You're almost done! Just one last thing!

  • The following terms apply to the duration of our coaching agreement:

    If you are married, I require both husband and wife to attend our appointments. In a married household, both husband and wife must be on the same page for a financial plan to be effective. If your spouse cannot attend at our scheduled time, we will reschedule so that he or she can.

    By agreeing to work with me, you understand that my fees are non-refundable and that if you do not show up to your scheduled appointment, you will forfeit your session for the month.

    If you need to reschedule, let me know at least 24 hours in advance and I will work with you to find a new appointment time. If we are within the 24-hour timeframe and you cancel, I reserve the right to consider that month’s session forfeited, but will allow room for grace in extreme circumstances.

    Lastly, I require you to be an active participant in this process. You will get out of this what you put into it. I devote myself to your well-being in this process, and I require that you devote yourself to that goal as well.

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