Strategy Call
Give yourself a huge pat on the back for taking a big step toward achieving your goals through creating a detailed action plan for your finances.

Below are a few questions that will help Jada serve you in the most efficient and effective way possible. Please fill out the following questions in as much detail as possible. Thank you and I can't wait to meet with you soon!
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電子郵件 *
First Name *
Last Name *
Instagram handle (ex. @greenlineplanner) *
Phone number *
What is your current hourly rate and how many hours do you work per week? *
Is your monthly income fixed or irregular *
Do you have an active savings account? *
Do you have one or more credit cards? *
What is your FICO score? *
What are your short-term financial goals? *
What are your long-term financial goals? (more than a year from now) *
Are there any major life changes or plans coming up in the near future? (ex. moving, new job, taking a vacay, wedding, buying a car) *
Please tell me in a few sentences what you're currently struggling with and why you are ready to invest in a Budget Strategy Call with Jada? *
Is there anything else you'd like me to know about your finances?
Will you be paying the investment in full ($150) or would you like to opt into the payment plan option: (3 weekly payments of $50) *
How did you learn about the Budget Strategy Call? *
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