Coaching Registration Form

Coaching Registration Form
Client Information
Name

First NameLast Name
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Email
example@example.com
Occupation
Please enter your occupation
Why are you considering coaching?
Please provide any relevant information regarding your health condition/s.
Goals

What are you wanting to achieve through training and/or changing your lifestyle?
What are your immediate goals (1-3 months)?
What are your short term goals (3-6 months)?
What are your long term goals (6 months to 1 year+)?
How would you define a successful outcome from a coaching session?
Please provide any relevant information regarding your health condition/s.
Disclaimer

I acknowledge that the financial coaching services provided are for educational purposes only and do not constitute financial, investment, legal, or tax advice. I understand that any guidance offered is not a substitute for professional advice tailored to my specific circumstances. I agree to consult a qualified financial advisor or other professionals before making any financial decisions. I release the coach from any liability for outcomes or losses resulting from actions taken based on the coaching provided.
How I use your information

The information you give in this form, including your fact find, is used only to prepare for and deliver your coaching session, write your personalised report and answer your follow-up questions. Your session will be recorded on Zoom so I can write your report accurately, and the recording is deleted once your report has been sent. Your fact find and report are kept for 2 years and then deleted. I never sell your information or use it for marketing. You can read the full details at peterkomolafe.com/coaching-privacy. If you choose to share anything about your health because it affects your money, I'll only use it to tailor your coaching. You don't have to share it. By signing below, you confirm you've read how your information will be used, and that you agree to me using any health information you choose to share for your coaching.
Signature

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90 minute Deep-Dive

Ideal for a full financial review. We’ll look at the bigger picture from your income and spending to long-term goals, savings, and future planning. You’ll leave with a clear, personalised plan and next steps tailored to your life.

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Coaching Registration Form

Client Information

Goals

Disclaimer

How I use your information

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