5 questions to tell me a little bit about you and exactly what's bugging you about your money. Takes just a few minutes, and helps me tremendously.
Question 1 of 7
Your first and last name:
Question 2 of 7
Your best email address and/or phone number.
Question 3 of 7
1. What areas would you like to address right now?
Getting my head above water financially
Getting out of debt
Budgeting consistently and successfully
Having productive money conversations with my spouse.
Building a money plan and habits that I can feel confident about
Using my money to get ahead and build wealth
All of the above/I don't even know where to start!
Question 4 of 7
2. What is your biggest struggle when it comes to money?
No need to overthink it, just tell me what feels hardest or most frustrating right now. Be as specific as you are comfortable with.
Question 5 of 7
3. What would it mean for you (and/or your family) if that changed? What would it feel like to have a solution and a path forward.
Question 6 of 7
4. What have you already tried, and how did it go?
Question 7 of 7
5. Is there anything else you want me to know? What other circumstances do you have that add extra layers to your finances?