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,


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 *
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.
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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