Free Consultation Session
I am excited to meet with you to talk about achieving your financial goals. It would be helpful to complete and submit this form in advance of our meeting. You can also reach me at firstname.lastname@example.org or 330 391-2573. I look forward to meeting with 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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