Ride Free Fearless Money Session Intake
Hello! This intake form is for both 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 if you haven't already booked.
Otherwise, thanks for taking time to fill out this intake form -- it helps me relate to you and give you pertinent information. Expect a prep email within a few days.
If you have questions, please ask away:
hd@ridefreefearlessmoney.com
* Required
Your name
*
Whatever name you prefer to go by - doesn't need to be your legal name.
Your answer
Your email address
*
Your answer
Your phone number
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
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?
Choose
Poor
Poor/Working class
Working class
Lower Middle class
Middle class
Middle/Upper class
Upper class/Wealthy
What is your current class experience?
Choose
Poor
Poor/Working class
Working class
Lower Middle class
Middle class
Middle/Upper class
Upper class/Wealthy
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
Choose
In person in Brooklyn
On a Zoom video call Ride Free sets up
On the phone
I want to engage in coaching...
Choose
Once
Once... maybe more, don't know
Two - three times over a month or two [eg irregular support]
Action Package: Four sessions
Transformation Package: 9 sessions
Monthly
Your sliding scale information
You'll pick this for yourself and pay when you book; I collect this for my research on sliding scale - thank you for participating! With your current income, access, and situation, you're able to pay:
Choose
Individual sliding scale Low
Individual sliding scale Medium
Individual sliding scale Full
Individual sliding scale Supporter
Can we discuss?
I signed up through a gift certificate so this part doesn't apply to me
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
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 - 2019 RFFM LLC
Submit
Never submit passwords through Google Forms.
This content is neither created nor endorsed by Google.
Report Abuse
-
Terms of Service
-
Privacy Policy
Forms
