Personal Finance at the Library
The Personal Finance in the Library program is a free information program staffed by volunteer financial coaches. Signup to receive a 20 minute appointment to speak with a financial coach over the phone.
*Note all fields without an asterisk are optional to fill in.
Sign in to Google to save your progress. Learn more
First name
Last name
Email *
Phone *
Address
Birth date
MM
/
DD
/
YYYY
What's your main financial question?
What is your annual income (before taxes)?
What are your balances in any bank accounts, retirement accounts and other accounts, if any?
How much debt do you have, if any?
Availability to meet for a 20 minute appointment. A librarian will email you (or call) with the time you are assigned.
I, ___________(must list your full name)_______________________, understand that I will meet with a financial advisor today to receive limited scope one-day financial advice so that I might better understand the problem I came here to talk about, and the choices I might have. I understand that my conversation with the financial advisor will be confidential and I will help the financial advisor by answering his/her questions. I understand that the services I receive today are free of charge. I understand that I will not be receiving any investment advice, and that nothing we discuss will be considered investment advice. *
Submit
Clear form
Never submit passwords through Google Forms.
This form was created inside of Momentum Financial Planning LLC. Report Abuse
Google Forms