Wealth Coaching Questionnaire
Hello!  Thank you for your interest in working with me. This questionnaire will help me assess which service would fit your needs best before we schedule a strategy session and it will help me identify if we are a good fit.  XOXO, Leisa
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Name (First and Last) *
Email Address *
Cell Phone Number *
What are your top three goals you want to achieve in terms of money while working with me? *
What have you tried in the past to reach these goals? *
How much time are you willing to invest in achieving these goals? *
What is it costing you to not achieve your goals? *
What are the limiting beliefs and behaviors that you need to be addressed to achieve your goals? *
How to do handle receiving feedback? *
How do you handle disappointment? *
Are you currently seeing a therapist? *
Have you experienced coaching before? *
What else should I know about you before we talk? *
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