Request edit access
Personal Finance Questionnaire  

To qualify for your FREE 1-on-1 Personal Finance Clarity Call, you must:

✅ Complete the 30 second questionnaire below.
✅ Once your application is reviewed (typically within 24–48 hours), I will confirm your appointment and keep you on the schedule if approved. If not approved, I will notify you and remove the session from the calendar.

Sign in to Google to save your progress. Learn more
First Name & Last Name
Email Address  
Social Media @ (Instagram or Tiktok)
Current Financial Situation
What is your current monthly income?  
Clear selection
How much do you currently have in savings?
Clear selection
Are you currently in debt?  
Clear selection
Financial Goals
What is your top financial goal over the next 6-12 months?  
Clear selection
What is the biggest challenge you are currently facing in achieving this goal?   
Financial Readiness and Commitment
How would you describe your current financial literacy?  
Clear selection
Are you currently investing?   
Clear selection
How many hours per month can you commit to personal finance learning?   
Clear selection
Submit
Clear form
Never submit passwords through Google Forms.
This content is neither created nor endorsed by Google. - Terms of Service - Privacy Policy

Does this form look suspicious? Report

Google Forms