Questionnaire For Financial Coaching
Thank you so much for your interest in Financial Coaching for Six-Figure Earners. 

I developed The CFO Method to help high earning individuals and couples optimize their cash flow, budget their money to spend more intentionally, and ultimately allow them to build and grow their wealth, exponentially. 

If you're ready to put your head down and start getting serious about your financial future, fill out this questionnaire and I'll be in touch to provide more information about financial coaching with me, Tess Wicks.

Need more info about The CFO Method, who I work with, and what we do in financial coaching? Click here.
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Email *
First and Last Name *
I'm always looking for awesome clients, like you! If you promise not to keep me a secret, pop in your Paypal Email or Venmo username, below, and I'll send you $200 for every new client you send my way!
Speaking of... How did you find out about coaching with me? (If it's a personal referral, tell me who sent you!) *
Tell me briefly about you... what do you do for work? do you have a partner? (what do they do for work) kids? housing? Just a little background helps me paint the picture of where you're at. *
Tell me about your CURRENT situation in regards to your finances (income, debt, savings, investments - if you have a partner, also share their details) feel free to provide numbers and get specific - no judgement here! *
Tell me about your DESIRED situation in regards to your finances. *
Be honest - what do you think is stopping you from hitting these goals on your own? (the more specific you are here the faster we'll get you clarity) *
Why is NOW the right time for you to hire a coach and make changes? *
Describe your ideal mentor relationship and how a mentor would help you make changes in your life. *
As a money coach, I care deeply that this investment in your life makes sense for you, and I know you may be wondering what this will "cost":

New clients start at $3,000 USD (and of course I have fair pricing plans we can spread across 6 months, if needed) while returning clients can expect a $1,375-$2,000 investment. 

With that knowledge, how do you feel about making this investment NOW for a future of financial freedom?
 *
Not everyone loves jumping on the phone, especially when they already know they want the support and structure that a financial coach can offer; however, if you're looking for more guidance or to get a feel for me and my coaching style, I'm happy to meet you where you're at - let me know what you'd like to do next: *
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