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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