Fearless Money Coaching Intake

Thanks for taking the time to fill this out -- it helps me relate to you, and to give you pertinent information. Nothing you answer will be judged! You are where you are, it's ok. If you have questions, it's cool to ask: hd@ridefreefearlessmoney.com

After you fill this out, you'll be prompted to head to the calendar to book a date and time that work for you (if you haven't already): https://app.acuityscheduling.com/schedule.php?owner=12490791

Your name

Doesn't need to be your government name, just whatever you prefer to go by.

Your answer

Your email address

Your answer

Your phone number

Your answer

Your skype handle or google hangouts handle

Only necessary if you have skype/google hangouts and want to video chat together

Your answer

What time zone are you most often in?

For scheduling, though you'll set your time zone when you book for maximum ease for both of us.

Your answer

Your gender[s]

Your answer

Your race[s] or ethnicity

Your answer

What's going on?

In a few sentences, what's up? Why are you seeking coaching about your finances?

Feel free to copy/paste from any emails you've sent me, and know that I also take notes :)

Your answer

Are any of these concerns or things you want to strategize about?

You can choose multiple

Budgeting

Saving

Student Loans

Improving Credit

Dealing with debt

Starting a business

Taxes

Moving in with a partner

Being "broke"

Investing

Future planning / general strategizing

What's your #1 financial priority, right now

Try to name it in one sentence.

Your answer

Class & Access Background Info

We'll talk about access - what your current situation puts in front of you - as well as your goals.

What is your experience of your class background?

What is your current class experience?

What access to resources do you have?

My family owns a house, apartment, or profitable business, and I expect this will be passed on to me in part or full.

I own a house, apartment, or profitable business

My family owns stocks, mutual funds or other investments, and I expect this will be passed on to me in part or full.

I own stocks, mutual funds or other investments worth under $10,000

I own stocks, mutual funds or other investments worth more than $10,000

I have an IRA or pension account [different from potentially liquid investments]

I have a college education

I have a graduate education

Literally nothing LOLZ f- this question.

What access to privileges do you have?

I have a college education

I have a graduate education

I am able bodied / I am physically able to work at any job I might get

My mental health does not majorly affect my ability to work

I am white or white passing at work; or my job really doesn't privilege white people

My gender presentation doesn't affect my work

Literally nothing LOLZ f- this question

Your Participation & Contributions

You prefer to meet

I want to engage in coaching...

Your billing information

With your current income, access, and situation, you're able to pay:

Otherwise

Anything else you feel it's crucial for me to know now?

Your answer

Where or who did you hear about me from?

I'm curious! I'm a gemini!

Your answer

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