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 by completing the form below. 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 financial planning process, dive a little deeper into your goals, and at the end of the session I'll provide my recommendations for a way forward.
Name*

First Name Last Name
How did you hear about my financial planning & coaching services?
What service are you most interested in? More details are available on my website.

Total Wellness (Starting at $4,600 per year)Clarity ($600 one-time fee)Budgeting ($500 one-time fee)Not sure yet
What are your greatest concerns right now?*

DebtCash FlowBudgetingBuilding an Emergency FundAbility to cover basic expenses such as housing, food, transportation, clothingAbility to save for short and long-term goalsRetirement PlanningCollege PlanningHow money impacts my relationshipsTeaching my kids about moneyBuilding Wealth
Describe 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 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 through the financial planning process?*
What are three things you need to learn more about during the complimentary consultation to help you determine if my financial planning services are 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.
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:
- Make a 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 approximate, basic financial numbers
  - Income
  - Debts (balances)
  - Retirement Savings
  - Non-Retirement Savings
- Press the "Submit Now" button below to schedule our meeting
I look forward to meeting with you!
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