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Home
About
Work with me
Schedule
Contact me
Consultation
PERSONAL INFORMATION
INFO
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Saving
PERSONAL FINANCIAL SNAPSHOT
Saving
PERSONAL INFORMATION
Your Name
Age
Type of Work
Spouse Name
Age
Type of Work
Number of Children or Other Dependents
Mailing Address
City
State
Zip
Phone
Email
Preferred method of contact for your session?
In Person
Phone
Video Conference
Income
What is your monthly net-take-home pay?
Do you have an irregular income
Yes
No
Do you use a monthly budget
Yes
No
Housing
Do you rent or own?
Rent
Own
Are you current on your payment?
Yes
No
What are the total monthly payments?
Saving
Do you have an emergency fund?
Yes
No
How much is in the fund?
Are you currentlu investing for retirement?
Yes
No
What is your balance?
What is your monthly contribution?
Do you contribute to non-retirement saving?
Yes
No
What is your balance?
What is your monthly contribution?
Consumer Debt
Do you have any vehicle loans?
Yes
No
Are you current on vehicle payment
Yes
No
List any total balances due:
Credit Cards
Student Loans
Taxes
Other
What Primary issue Should We Focus on During Your Coaching Session?
What Primary issue
Budgeting
Real Estate
Dealing With Collectors
Wealth Building/investing
Debt Elimination
Other
List The Top Three Concerns/Questions Related To Your Above Selection:
List The Top Three Concerns/Questions
SHOW SUMMARY
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