Fix Your Finances 1:1 Coaching Application
APPLY HERE for individualized coaching with Merilee from Easy Budget. I'll help you take control of your spending and start making progress on your finances rapidly. Get ready to pay down high interest debt, build up a fat savings account, and feel the freedom of being on the right track financially! I have 3 different coaching packages with different levels of support to meet your budget and needs. After submitting the form, you will be contacted within 72 hours with more information.
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Email *
Let's get to know each other! What's your name? *
Age *
Phone Number *
Where do you live, and what time zone are you in? *
I offer a variety of coaching packages to meet your budget and needs. Are you more interested in a one-time custom session OR ongoing 1:1 coaching for added support and accountability? *
Required
Which DEBTS do you currently have? Check all that apply. *
Required
How many CREDIT CARDS do you currently have active? (used for any purpose in the last 3 months) *
List all DEBTS with their CURRENT BALANCES and INTEREST RATES below. (e.g. Car Loan $23,567 5.2% interest rate)

OKAY to estimate or enter NOT SURE.
 *
How much money do you currently have in SAVINGS? *
What is your CREDIT SCORE?
Clear selection
What are your short-term goals? Where would you like to be 2-3 months from now? *
What are your long-term goals? Where would you like to be 3-5 years from now? *
WHY are you seeking out coaching with me at this time? Check all that apply. *
Required
Until now, what do you believe has held you back or blocked you from changing these things? *
How does working with a coach make you feel? *
How does getting on a budget make you feel? *
How much time are you willing/able to devote to managing your finances each week?
Clear selection
Do you have a spouse or live-in partner? *
Do you have children? If yes, how many and what are their ages? *
Who handles the finances in your household? (e.g. paying bills, setting up investments, etc.) *
Who brings in the income for your household? *
What do YOU do for work? (Enter N/A if not applicable) *
What is YOUR net income each month? (Enter N/A if not applicable) *
What is YOUR pay schedule? *
What does YOUR PARTNER/SPOUSE do for work? (Enter N/A if not applicable) *
What is YOUR PARTNER/SPOUSE'S net income each month? (Enter N/A if not applicable) *
What is YOUR PARTNER/SPOUSE'S pay schedule? *
How would you rate the STATE of your personal finances right now? *
Horrible
Excellent
How READY are you to invest in COACHING to make real and lasting changes to your finances? (provided that the cost is reasonable) *
Just exploring
Completely, let's do this!
How READY, WILLING, and ABLE are you to change your behavior and financial habits? *
Not at all
Completely, let's do this!
What is your current experience with budgeting? *
Do you have access to a desktop computer or laptop? *
Do you have access to Excel or Google Sheets to work a spreadsheet, and are you willing to use it? (I will teach you) *
Lastly, how did you hear about me and my coaching? *
Please note that due to time, I only take on a limited number of new clients each month. I will get back with you within 72 hours via your preferred contact methods, so make sure you check them all (including spam folders on email!). At this time I want to be sure that we're a good fit for each other so I do screen each application carefully. Thank you so much for your interest in my financial coaching services, I truly look forward to working together and helping you fix your finances! I will be in touch soon.
Which method/s can I use to contact you about coaching services? Check all that apply.

(I am a real human and will be personally contacting you, absolutely no spam or unwanted recurring messages!)
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A copy of your responses will be emailed to the address you provided.
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