Wealth Creation 101
Please respond clearly to ensure that I have an accurate picture of your financial circumstances. Note: Your responses will not be saved unless each question is answered.
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Name: *
Email address: *
Objective(s): [What would you like to achieve with financial coaching? Be specific.] *
Do you use a budget to plan your income & expenses? *
What are your credit scores? [Please enter at least one (1) of your recent credit scores. If you do not have access to this information readily, please indicate so below.] *
What is the total of your outstanding debt? [Please prepare an itemized list that can be shared during our first session.] *
What is the total of your savings? [This total should include any rainy day/emergency funds whether or not they are in a traditional bank account.] *
Are there any additional details that impact your finances that you would like to share? [Consider caring for a relative, child support, bonuses, part-time/entrepreneurial income, etc.] *
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