The more I know about your unique situation, the more I'm able to customize our time together. Feel free to get detailed! I ask because I really DO want to know.

Some of these questions may seem odd or unrelated but trust me, there's a method to the madness.  Some of them are intensely personal, and most of them are optional. There are no right or wrong answers, I promise. I'm not judging you, just getting to know you better. I regularly hear from clients that it's the best form they've ever filled out, and I'm pretty sure that's a compliment?

There are four sections: how you live, how you work, how you think, and finally, the money, honey. 19 questions in all, and depending on how wordy you are, shouldn't take more than a half hour to complete.

Pretend like we're having a conversation over coffee, maybe even a glass of wine. (I'm partial to Riesling.) I believe in building relationships and being of service, and I will use your answers here to inform our time together. I'm looking forward to getting to know you.

Please keep your answers safe in a separate document, as Google Forms won't save them until you submit.

Let's get started!