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.
Today's Date *
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What is your name? *
What is your email address? *
What is your telephone number? *
What state do you reside in? *
How did you hear about my firm? *
PLANNING OBJECTIVES Part 1 (Please select your top 5 objectives) *
A key to successful planning is to identify your personal objectives so that you are better prepared to achieve them.
Required
PLANNING OBJECTIVES Part 2 *
Please rank the selected objectives applicable to your financial situation in order of priority in the box below.
How old are you? *
What is your annual income? *
How much do you currently have in savings? *
How much are you saving on a monthly basis? *
How much debt do you have? (Feel free to add any details you have available) *
How much do you have in retirement savings? *
Do you have other investments? If so, list them here: *
What are your biggest concerns, frustrations and/or challenges with your finances? *
Does anyone else need to be on this call for you to make a decision about moving forward? *
If you answered yes to the question above, who? *
Anything else I should know before coming to our call? *
May I add you to my Women and Money Matters Blog/Newsletter list? *
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