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Financial Coaching w/A.J. Valenti
Thank you for expressing interest in this financial coaching service; I know it will help you a lot.
You're one step closer to taking control of your finances! Contact me through email(ajv2000assist@gmail.com) or instagram dm(@a.j.valenti) if you have any questions. I'll reach out to you once you complete the form to make sure everything is set up for the meeting.

*Pricing: Depending on the content of the meeting, I will let you know the price beforehand; the first meeting will be discounted similar a trial period. If the content of the meeting is unclear, we may go to a flat rate per minute cost currently at $1 after any initial free trial period. Payments are to be made after the first meeting if applicable and before all subsequent sessions. Details about payments for the first meeting will be discussed at the end of the session. You may need to set up a Venmo account to make the payment(do so ahead of time if you're ok with that payment method). Paypal, direct bank transfer, or another method may also be possible.

*Disclaimers: All of the information provided is from my knowledge and experience, and it is intended to help you improve your financial knowledge and life. I possess no specific qualification; therefore, the session is not constituted as financial advice nor recommendations. Instead, I will present options and the knowledge required for you to make successful decisions. I am not affiliated with any other company. The products that I mention are not paying me to say their name unless otherwise stated. Any information provided is in the best interest of the client. Liability for your finances is on you since my goal is to educate you on how to practice and execute on your own. Don't sue me lol.

*Updated as of May 2023

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First and last name(what you would like to be called in parenthesis) *
Email *
Give referral code or name of person if you were referred
Age(you can give a range if you want) *
State *
Contact info you would like to use for messaging(email, instagram handle, or phone#) *
For the actual coaching session, what form of communication would you like to use? *
Time frame you're looking for *
When do you want the appointment to be? Please leave multiple date/time options and keep time zones in mind. Contact me if there's an issue *
Credit cards
To gauge your current situation, please give a very brief summary of your experience with these topics. You can put no experience if that's the case. No need to put something if you know it won't apply to the focus of the meeting
Stock market
Bank accounts
Real Estate
Approximate Annual Income and income sources if you'd like
Approximate Savings and how much you're able to save each month
Current Debt and any specifics
Now this is the time to state what goals you have in mind and if there is any specific topic you'd like to focus on. Don't worry if you aren't sure. You can also leave any other details like your living situation or any upcoming expenses for example. Any extra info that would be helpful to me in formulating a plan for you
By checking this box, you agree to all the terms listed on the top of the form *
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