Financial Planning Application

Financial Planning Application

Interested in a consultation call for financial planning? Please complete the form below so that I can learn a little more about you, then schedule a time on my Calendly.
Want more information about my financial planning services? Check out the Services section of my website.
Full Name*

First NameLast Name
Email Address*
example@example.com
If you're married or share finances with a partner: Financial planning is a joint endeavor where we work together to get both partners on the same page!

Your partner should attend the consultation call with you if you share finances. (If for some reason this is not possible for your situation, please note this at the bottom of the application)
Spouse/Partner's Name (if applicable)

First NameLast Name
Spouse/Partner's Email (if applicable)
example@example.com
Where did you hear about Educated Financial Planning/@teacherfinancialplanner?*

InstagramFacebookEmail newsletterWorkshop/webinarWord of mouth/referralOther
About You
What is your age (and your spouse's age, if applicable)?*
Where are you located?*
What is your occupation + employer?*
What is your partner/spouses's occupation + employer (if applicable)?
Do you have any children or other dependents?
What is your approximate household income?*
What types of accounts do you currently have?

Checking/savings accountsHYSA/CDsRetirement accounts (403b/TDA, 401k, IRA, etc.)Taxable/brokerage accountsInherited accountsI'm not sure - I'd like help figuring this outOther
If you work in education or in a nonprofit and you have a 403(b) or 457(b), who is your account provider?
Examples: Fidelity, Calstrs Pension2, New York State, VOYA, AXA/Equitable, Kades Margolis, SchoolsFirst
Do you or your spouse/partner have student loans? If yes, are they federal, private, or a mixture of both?*
Do you have loans or debt (outside of a mortgage loan, car loans, or student loans)? If yes, what types and approximately how much?*
I generally work with folks with less than $15,000 in consumer debt (AKA credit card debt and personal loans). If you have more than this, I am happy to refer you to an amazing budgeting coach!
Describe your current financial situation in 3 words:*
What inspired you to reach out about financial planning? What's going on in your life and your finances that you'd like help with?*
What would you like to get out of working with a financial planner?*
What are some of your big goals in the next few years?*
At Educated Financial Planning, I work with clients in two main ways:
- Comprehensive Financial Planning: Ongoing financial planning support and investment management ($3,250-$5,000 year 1, $2,500-$4,750 year 2+)
- One-Time Financial Plans: 3-meeting financial plan process - good for folks who want to DIY their finances ($2,500-$4,500 in total)
Which financial planning service are you interested in?*

Comprehensive Financial PlanningOne-Time Financial PlanI would like to hear more about both options!
On a scale of 1-10, how interested are you in signing up for financial planning?
1 = not at all interested, 10 = very interested and ready to commit
Is there anything else you'd like me to know before we meet?
Thanks so much for completing your application! The next page will bring you to my Calendly page for you to schedule a consultation call.
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Financial Planning Application

About You