Financial Well-Being: Starting Line

Financial Well-Being: Starting Line

Everyone has a starting place. You may not have the level of financial well-being you want yet, but you can certainly achieve it. Help me understand where you are right now by completing the form below; this allows me to start the process of guiding you towards your goals so that you can experience the freedom of an intentional life. After you submit the form you'll be directed to my calendar where you can schedule your complementary consultation. During that time we'll discuss the coaching process, dive a little deeper into your numbers, and at the end of the session I'll provide my recommendations for a way forward.
Name *

First Name Last Name
Email *
example@example.com
Phone Number *

Area Code Phone Number
How did you hear about my financial coaching services?
What are your greatest concerns right now? *

Debt Cash Flow Budgeting Building an Emergency Fund Ability to cover basic expenses such as housing, food, transportation, clothing Ability to save for short and long-term goals Retirement Planning College Planning How money impacts my relationships Teaching my kids about money Building Wealth
Describe/define financial security in your own words. *

On a scale from 1-10, how financially secure do you feel? *

	1	2	3	4	5	6	7	8	9	10

1 is Not Secure, 10 is Very Secure

Describe/define financial freedom in your own words. *

On a scale from 1-10 how much financial freedom do you feel you have? *

	1	2	3	4	5	6	7	8	9	10

1 is None at all, 10 is As much as I need

What are three specific goals you hope to achieve if you choose to hire and work with a financial coach? *
What are three things you need to learn more about during the complimentary consultation to help you determine if coaching is a good fit for your needs? *

As of today, how likely is it that you'll achieve your desired level of financial well-being if you keep doing things the way you've always done them? *

	1	2	3	4	5	6	7	8	9	10

1 is Very Unlikely, 10 is Absolutely

If there is anything else you would like to share with me prior to our meeting, you may use the space below. Don't worry about including numbers right now; we'll discuss all of that during our complimentary consultation.
Thank you for taking the time to share some of your story with me. This will help me prepare for our time together during the complimentary consultation.

Next Steps:
- Press the "Submit Now" button below to schedule our meeting
- Make your own list of questions to bring to our meeting - it will help you organize your thoughts and be sure you're getting the most out of this time
- Be prepared to discuss your basic financial numbers
  - Income (amount, pay frequency)
  - Debts (balances, minimum payments)
  - Retirement Savings
  - Non-Retirement Savings
  - Any other relevant financial data
I look forward to meeting with you!
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