Before we build your plan, I want to know you.

This is not a test. There are no wrong answers. Write the way you would talk to a friend who has time to listen. You can skip anything.

First name *

Email *

1 · Sincere

Who you are, where you are today.

Your name, your children, your household

Who are you underneath the roles?

What does today actually look like?

Have you completed The Bridge workbook?

What did your last 30 days hold?

2 · Empathetic

Where the weight is. Write only what you have words for today. Anything you do not write, I will never ask about unless you bring it.

Where is the weight right now?

Your never-said money sentence

Inherited pattern

What does your body do when money comes up?

Anything you want me to know going in?

3 · Benefits

What you are hoping for. Most women have not been allowed to want. Write without editing.

Six months from now, better than you hoped

The first small benefit

Your home without money strain

What your children inherit from you

What enough looks like

4 · Match benefits to wants

What you actually need from this work.

What do you most need from coaching with me? Choose any.

Which one is most urgent?

What have you tried before that did not work?

What do you NOT want from this work?

5 · Common grounds

Where we meet.

What drew you to my work?

Faith ground

Sensitivities or boundaries

6 · Goals

What we are building together.

Your 90-day goal

Your 12-month goal

Your bold move

Your readiness today, from 1 to 10