Ride Free Fearless Money Session Intake

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Hello! This intake form is for individuals and partners who've booked a first financial strategy session with Hadassah Damien.

- If a question doesn't make sense to you or doesn't seem to apply, feel free to skip it.
- Nothing you answer will be judged! You are where you are.

After you fill this out, you'll be prompted to select a session date and time that work for you -- this is your next step *only* if you haven't already booked time for us to work together. Otherwise, thanks for taking time to fill out this intake form -- it helps me relate to you and give you pertinent information!

Expect an email from me about a week before your session, and another a day before as a reminder.

If you have questions, please ask away: hd@ridefreefearlessmoney.com

Your name(s) *

Whatever you prefer to go by - doesn't need to be a legal name.

Your email address *

Your phone number (in case of internet loss)

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 gender[s]

Your race[s] or ethnicity

Why you're here

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 :)

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

Improving on a business you already run

Taxes

Moving in with a partner

Investing

Future planning / general strategizing

What's your #1 financial priority, right now

Try to name it in one sentence.

Class & Access Background Info

This will inform how we talk about 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 have an IRA or pension account [different from potentially liquid investments]

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 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

I prefer to meet

I want to engage in coaching...

Otherwise

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

Where or who did you hear about me from?

I'm curious! I'm a gemini!

Thank you!

Note that by submitting this form, you're authorizing RFFM LLC to collect your personal data only for the purposes of communicating as related to your appointment prep, reminders, and follow up. Your information will be stored electronically, and you can request removal of your data via an email to helloridefree@gmail.com

(c) 2016 - 2021 RFFM LLC

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