Make Your Money One Client Questionnaire
Thank you for your interest in Make Your Money One's budget coaching sessions for Christian couples. This questionnaire allows me the opportunity to make sure we’re the perfect fit before you commit. Within 48 hours of the completion of your form, watch your email for questions from me. Before we hop on the phone, I’d like to know a bit about you and what you’d like to get out of coaching with me.
Email address *
Name of each spouse
Your answer
What is your best contact number?
Your answer
Preferred email address for contact
Your answer
Phone number
Your answer
How did you hear about Make Your Money One?
Your answer
Your marital status
Sessions are to be had together. Are you able to commit to this?
What is your first money goal?
Your answer
Do you have a date you’d like to achieve this goal by?
Your answer
Have you had financial counseling before?
To help position in the direction to financially win requires me to look over your financial documents. Will this be an issue? *
Are you 100% committed to improving your finances?
Are you willing to invest $497 as a couple in your financial future? That's eight one-hour conveniently scheduled sessions for ONLY $62/week
What would happen in 3/6/12 months if you continue what you are doing or ignore this issue?
Your answer
What are your 2-3 biggest challenges when it comes to your marital finances?
Your answer
What are you currently doing to address those challenges?
Your answer
If you could remove any thoughts, limitations or challenges that you feel are stopping you from committing what would they be?
Your answer
Describe your expectations for financial counseling sessions? *
Your answer
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