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Budget Review Information
Once you have set up your session- Please fill out this form so I have a little bit of background knowledge of you and we have a good starting point and I can figure out where I can best help you.
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Name
Your answer
Your Email Address
Your answer
What are you looking for with coaching?
Your answer
Do you consider yourself a financial...
Beginner
In the middle
Advanced
Other:
Clear selection
Which products of mine have you used (select all)
Free budget workbook
The Savvy Budget Workbook
Savvy Budget Basics Course
Other:
Tell me anything else you want me to know about you?
Your answer
Your to do list before our coaching call
Minimum, go through the Free Budget Workbook available on my website
Send a picture of your last 30 days of spending, and your monthly budget to
thesavvysagittarius@gmail.com
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