This application helps us determine whether we’re a strong fit to work together.

Please answer thoughtfully and honestly. If responses are vague or incomplete, we may not be able to confirm your appointment, because alignment matters.

If we are aligned, this could be the beginning of lasting financial clarity.

I look forward to learning more about you!

Are you a Woman of Color with a household income of $100,000+? *

Yes

Which best describes your current financial situation? *

I’m not earning enough money.

I earn well, but I’m not managing my income strategically.

My finances are good, but they lack structure and optimization.

I’m completely satisfied and don’t need support.

How many days per week are you stressed about your financial situation? *

0–1 days

2–3 days

4–5 days

6–7 days

In 1–2 sentences, what’s the biggest challenge stopping you from hitting your financial goal right now? *

Approximately how much debt do you currently have? (credit cards/personal loans, student loans/medical; not mortgage) *

$1 - $5,000

$5,000 - $15,000

$15,001 - $40,000

$40,000 +

Approximately how much do you currently have saved in accessible cash savings? *

$0 - $500

$501 - $2,000

$2,001 - $10,000

$10,001 - $25,000

$25,000 +

How soon are you looking to solve this problem? *

Immediately (this month)

Within 30–60 days

Within 2–3 months

I’m mostly exploring

In 2 to 3 sentences can you please explain what you’re specifically looking for help with over the next 90 days? *