Welcome friend!

If you're feeling overwhelmed with your financial situation, ashamed that things have gotten this way and you just want to feel in control, financially secure, and like you're making your money work for you (hello investing!) you've come to the right place.

Please spend no more than 5-10 minutes filling out this form. This isn't a commitment to work together, just a chance for me to see where you're at and see how I can best support you.

First Name:

Last Name:

Email *

Phone *

Country of Residence:

Where did you find me?

Instagram

Tiktok

Other

Please share your social media handle so I can connecr with you there:

How old are you?

Briefly describe your financial situation, including what you do for work, even if you've chatted with me via DM:

What are your main finanical goals? Check all that apply.

Pay off CC Debt/ Other Debt

Save an Emergency Fund

Save for a Home

Prepare for Retirement or Early Retirement

Build Better Money Habits/Relationship with Money

Learn Investing

Build a Sustainable Finanical Strategy

Something Else

What is your current income?

Less than $50,000/year

$50,001-$75,000

$75,001-$125,000

$125,001-$175,000

$175,001-$250,000

$250,001+

What are you hoping to accomplish with a money coach?

How would your life change if you achieved your goals?

What do you think is holding you back from achieving your goals?

After you pay your bills every month, approximately how much money do you think you have left over (even if it's disappearing & you're not sure where it goes)?

$0-$500

$500-$2,000

$2001-$5,000

$5,001 and up

Do you have a spouse or significant other with whom you make 4 figure financial decisions?

Yes, we'll schedule a call at a time that we can both attend.

Yes, but they won't join the call.

Nope, I'm a free agent.

Anything else you want to share?