To understand your financial goals, we’ve included a few quick questions. Your response will help me tailor my support to your Goals.

Basic Information

Full Name *

Phone *

Email *

Awareness & Situation

If other please specify:

What is your biggest financial challenge right now?

Have you worked with a financial coach, advisor, or accountant before? *

Yes

No

On a scale of 1–10, how confident do you feel about managing your finances? (1 = overwhelmed, 10 = fully in control) *

Mindset & Commitment

Why are you seeking support now instead of waiting another 6–12 months?

What have you already tried to improve your finances?

Are you willing to review your spending habits honestly and make behavioral changes? *

Yes

Not Sure

No

If given a clear plan, are you prepared to follow through consistently?

Yes

I Need accountability

I struggle with consistency

Investment Readiness

Are you prepared to financially invest in coaching if it’s a good fit? *

Yes

I need a payment plan

I'm just gathering information

What monthly investment range feels realistic for you? *

$97

$187

$277

Alignment

What outcome would make this coaching experience a success for you? *

When are you hoping to begin working with a coach? *

Immediately

Within 30 days

Within 90 days

Just exploring

Is anyone else (spouse/partner) involved in financial decisions? *

Yes

No

Do you understand that this discovery call is for strategy alignment, not a full financial planning session? *

Yes

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