Financial Roadmaps Inquiry

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Congratulations! You are taking an important step in successfully prioritizing your time and energy to master your money! The Financial [Budgeting] Roadmap analyzes your current savings and spending patterns, illustrates a holistic view of your financial disposition and provides actionable recommendations to align you with your goals.

Take a moment to complete this form to provide a bit of information about you and your current financial practices. The detail listed will provide a bit of insight to support the development of your success plan. Upon completion, we will reach out to you and set up time to connect and gather additional details.

Name (First and Last) *

Phone Number *

Email address *

What concerns do you have about your money? *

Understanding and structuring EFFECTIVE BUDGETS AND SPEND PLANS

Learning more about PERSONAL FINANCES

Understanding and managing DEBT

Having an ACCOUNTABILITY PARTNER to help me manage my finances

Understanding and managing CREDIT

Support with EDUCATING MY KIDS about money

Other:

Required

Which are priorities for you as it relates to you (or your family's) financial security?

Ensuring my children have a financial head-start in life

Providing my children a solid financial future and for any monetary needs that may arise

Providing an opportunity for my children/family NOT to experience financial burdens

Protecting my/my family's money from unforeseen events

Reducing the amount of money my family pays in taxes

Protecting my children (or family) from costly life experiences

All of the Above

None of the Above

What time would work best to schedule a call? Tuesdays, Wednesdays and Thursdays are my days for intro calls, so choose one of the times that works better for you. *

12:00pm (noon)

12:30pm

7:30pm

8:45pm

Other:

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