This profile questionnaire is designed to help me get an idea of where you are now before we have our first meeting together. Your answers will help me prepare to address your specific needs, and it will also help us maximize our first session together. Be as honest and thorough as you can, but don’t worry about your answers. Also, we will get the most out of our time working together if you can be really honest with me but I know that financial matters are personal and sensitive (that's why they call it personal finance) so you can skip any questions that you wish other than a few about how we stay in contact with one another. The questions that are required are marked with a red star.

Please know that I take this information very personally and I will never share it with anyone unless you specifically direct me to do so. So that I can give all clients the opportunity to receive a copy of their answers to the questions in this profile, you'll need to enter your email address twice - once right here and then once in the preferred communication section. Note that the email address you provide here will ONLY be used if you decided to receive a copy of the answers to this profile. I will communicate with you at the email address/addresses you indicate below.