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Preliminary Questionnaire: One-on-One Financial Coaching
Please fill out this form to get the Financial Coaching process started. This will help me understand where you are coming from and zero in on the ways that financial coaching could help you.
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Email
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Your email
First and Last Name
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Your answer
Your Phone Number
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Your answer
What are the top reasons you are pursing financial coaching? (Choose all that apply)
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Pay down debt
Build up savings
Understand my financial situation
Create systems for managing my money
Create a Budget/Spending Plan
Prepare for a Big Purchase/Expense
Other:
Required
What is one goal you would want to accomplish for you to feel financial coaching was successful?
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Your answer
Why is now the right time for you to hire a financial coach?
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Your answer
What is your level of commitment to bettering your financial life? (1-10, 10 being fully committed!)
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Not Very Committed
1
2
3
4
5
6
7
8
9
10
Fully Committed - Let's Do This!
How did you hear about coaching with me?
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Your answer
A copy of your responses will be emailed to the address you provided.
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