Before we begin this transformative financial journey together, we’d love to learn more about you. This onboarding survey will help us better understand your needs, goals, and starting point so we can support you throughout the program. You must complete this survey to join Fortuna Latina.

First Name *

Last Name *

Phone *

Email *

How would you describe your current financial situation? *

Struggling to make ends meet

Living paycheck to paycheck

Comfortable, but not saving consistently

Financially stable with some savings

Financially secure and building wealth

What do you hope to gain from this program? (Check all that apply) *

Financial confidence

A better understanding of how money works

Practical tools to budget and save

A step-by-step plan to improve my finances

Community and support from other Latinas

Resources to build generational wealth

Eliminate my money trauma

Other...

Which training topics are you most excited to learn about? (Check all that apply) *

Would you be interested in learning about how to start a business or side hustle to increase your income this year? *

Yes, definitely

Maybe, I’m curious

Not at this time

What barriers have stopped you from pursuing more income or wealth-building opportunities in the past? (Check all that apply) *

What would success look like for you at the end of this program? (Open-ended) *

Is there anything else you'd like us to know about your financial journey or what you’re hoping to achieve? (Open-ended) *

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