Financial Snapshot
Why is this important to complete before you book your 30 minutes consultation?
The purpose of the 30 minutes consultation is to get to know each other more and be able to know more about your circumstances and the goals you would like to achieve. We both want this session to be productive especially for you and I want to make sure that I have a good picture of your situation to be able to provide you with a focused direction on where you can start looking into already to jump start your Financial Journey.
Please complete this financial snapshot first. Then you can schedule your consultation.
Already completed this form? Go directly to booking...
Goal
What primary issue should we focus on during your coaching session?
Contact Information
Family Information
Income
What is your monthly net take-home pay?
Do you have irregular income?
Do you use a monthly budget?
Savings
Do you have an emergency fund?
Are you currently investing for retirement?
Do you contribute to a non-retirement savings?
Housing
Do you rent or own?
Are you current on your payment?
Consumer Debt
Vehicle Loan
Credit Cards
Student Loans
Taxes
Other:
We respect your privacy and will not share your personal information with any third parties.
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