Initial Consultation Session
I am excited to meet with you to achieve your financial goals. It would be helpful to completed and submit this information in advance of our meeting. You can also reach me at email@example.com or 330 391-2573 as needed. Thank you, Joe Mains
Topics to discuss
feel better about money (stress, anxiety or fear)
payoff debt - tired of it!!
plan for the future
help our children with money
manage an inheritance
strengthen our relationship and work together
stop living paycheck to paycheck
save to purchase a home
live in retirement
design and effective spending plan
How did you find JMFC Coaching?
Friend or Family
Dave Ramsey Website
Financial Peace University
Household income per month
Include credit cards, auto loans, student loans, medical, etc.
How much do you have in savings
Outline your financial goals - What do you want to accomplish and why?
Provide any additional information that you would like me to know
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