Wealth Freedom Coaching Application

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Are you ready to take the next step in your financial journey?

Fill out this preliminary application to be considered for the next and most exclusive cohort of Raise the Bar Investments' 1-on-1 Wealth Freedom Coaching clients, beginning January of 2022.

Estimated survey time: 7-12 minutes

Email *

First & Last Name *

What are your pronouns? *

She/Her

He/Him

They/Them

Other:

Financial Needs Assessment (Section time: 4 minutes)

Describe how you want your life to be different financially 12 months from now. *

I am here because I want to *

Save for a goal

Reduce spending & bills

Understand or establish credit

Reduce my debt

Save for emergencies

Save for retirement

Create a checking account

Create a savings account

Required

List 2-5 problems you are having with money *

How many individuals live in your household, including yourself? What is their relationship to you?

Do you currently have a budget or spending plan? *

Yes, and I use it

Yes, and I do not use it

Other:

If you do currently have a budget or spending plan, what is it missing?

Brief Demographics (Section time: 2 minutes)

City & State (country, outside the USA) *

Date of Birth *

YYYY

Race and Ethnicity (one or more may apply) *

Black or African American

Hispanic or Latinx

American Indian/Alaskan Native

Asian

White

Other:

Required

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