Fortuna Money Intake Form

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If you have all your account info already pulled together in one place, this will take about ten minutes. If you don't, pulling up the current values for the following will help speed up the process:

Cash accounts: checking, savings, and money market accounts and their current balances. Have a recent statement from each at the ready.
Investment accounts: balances for your Roth or regular IRA, 401(k), ESA/529, regular brokerage accounts, stock options, etc.
Value of your major assets: property and vehicles. If you are unsure of the value, check Zillow or Redfin for property values and Kelley Blue Book private party price for car values.
Your major regular bills: rent/mortgage, vehicle payments, health insurance/prescriptions/copays, childcare or other caregiving costs. Anything else that is large and tends not to change month to month.
Credit accounts: the balances and monthly payments for other debts you may be carrying. Credit cards, student loans, medical debt, and any other debts that you owe. If you aren't sure you've covered them all, that's ok.

If you are comfortable doing so, please run at least one new credit report in preparation for this session. You can use annualcreditreport.com to run free credit reports for all three bureaus. We also really like Credit Karma, which provides free access to your TransUnion and Equifax credit reports. You can also obtain a free credit report directly from Experian and Equifax (TransUnion's site doesn't allow you to get it directly from them, but it's available through the other resources noted here).

If you are unsure of answering any questions, or wish to provide the relevant information live or via a separate channel, you may leave them blank and leave a note in the final question.

Note: please do not include protected personal information in here (no dates of birth, SSNs, full account numbers, full addresses). If you prefer not to send information via this form or have any questions or issues, email hi@fortunamoney.com and we will happily coordinate a solution that works for you. We do not sell financial products or manage investments. Our sessions are private and we will never sell your information.

Email *

Name(s) that you would like me to call you

Where do you live?

Feel free to tell me anything you'd like me to know about yourself/selves before we get started. (You can also tell me more at the end if you think of things later!)

What is your household's usual approach to money management?

Winging it.

Generally keeping an eye on things.

A DIY budgeting system like spreadsheets or writing it down on paper.

An online budget tracker/app.

Other:

Clear selection

Over the past six to twelve months, how would you describe the way your situation has looked the majority of the time? Select all that apply.

I have had extra money left over at the end of the month.

I am regularly putting money in cash savings.

I am regularly putting money towards a goal or paying down debt.

When I have had extra money, I tend to spend it on things that feel ordinary/necessary.

When I have had extra money, I tend to spend it on things that feel fun/luxurious.

I feel like I have enough money to do or buy things that I want.

I feel like I don't have enough money to do or buy things that I want.

I have enough money for the month, but there is rarely any extra.

I have needed to dip into savings to cover bills between paychecks.

I have needed to put expenses on credit cards or take out loans to make ends meet.

Other:

What's your residential status?

Rent

Own

Live rent-free

Other:

Clear selection

I live... (Select all that apply.)

Solo

With a roommate

With a romantic partner

With one or more kids

With extended family

It's complicated

Other:

Who depends on your income or time? (Select all that apply.)

No one

Partner/spouse

Kids

Extended family members

Other:

If you have kids, please share the # of kids and their ages.

What is your relationship status?

Single

Dating (but not living together or sharing finances)

Partnered and living together/sharing at least some financial decisions or burdens

Married

Divorced

Widowed

It's complicated

Other:

Clear selection

Clear form

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