Telephone Consultation Questionnaire

Thank you for your interest in my services!

Apply for a FREE 30 telephone Discovery Session to determine how I can help you get clear on what’s next for you and your financial future and determine if working together is a good fit.

The FREE Discovery Session includes:

**30 minutes of one-on-one time with me
**A quick assessment of your current financial situation
**An action step that you can take immediately (regardless of whether you become a client or not)

The questions below are detailed because they will allow me to get a snapshot of your current financial situation and help me to be prepared to give you thoughtful insight and guidance on our call.

After you complete the form below, I will reach out to you within 2 business days with the next step.

To your financial success,

Pamela

PLEASE NOTE: Unfortunately, if you are not a U.S. citizen or permanent U.S. resident we cannot work together due to compliance regulations.

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