Financial coaching application & information

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Thank you for your interest in working with me! I'm excited to learn more about you. My availability to work one-on-one with people is very limited right now, so I request that all potential coaching clients complete this form to help ensure that we are the best fit and if not, to help me best refer you to a peer who may be a better fit (or if I'm simply not able to accommodate you at this time due to other commitments.)

Vulnerability and trust are super important in the work that we will do together, so I created this tool to help us both get a look at your goals and expectations so that we can make sure we are a good fit, then hit the ground running. Please take some time to answer these questions thoughtfully, but don't agonize too much - you can always change your tune later! Thank you!

Email *

Your name *

Is there something specific that caused you to seek financial coaching or is there a more general reason? What is it you're hoping to get from our time together? *

Describe your current financial situation in one word or phrase *

In my opinion, my money situation is: *

A total shitshow

Couldn't be better

What makes you say that? *

What things outside of your control have contributed to where you are today? *

What would make your situation ideal? *

How is that different from today? *

How important is solving this to you right now and why? *

Are you looking for someone to invest money on your behalf or to pick investments for you? *

Yes, that's definitely something I'm looking for

I don't need someone to invest for me, but I do want to be told what to buy

I'm hoping to discuss investing so that I can make the best decisions for my money, but that's ancillary to what I need

No, not really or not at all

Other:

Are you looking for someone who will do your taxes for you? (Hint: I don't do taxes) *

Yes, but now that I know you don't do taxes, maybe you can help me find someone?

No, but I do have some tax questions, which I'll explain in the 'Other' field

No, I'm cool on that front

Other:

Anything else you think I need to know about you before we get started?

Please offer 3 dates and times that you are free to have our first session, noting that my first availability may be several weeks out. Please include your time zone, and note that most sessions last between one to two hours, so please make sure you have sufficient time before and after the times you propose to allow for you not to feel rushed. I will email you directly to either confirm one of these times or suggest others, then we will get started! *

Let's talk about how I get paid. A big part of making peace with money is being able to talk about and claim your worth financially, and I am committed to making money less taboo. I'm in a place right now where I can afford to be flexible with pricing, as my primary goal in offering one-on-one coaching is to be accessible to anyone who is a good fit in every other way. As such, how much can you afford to pay for a session with me? Most sessions last an average of 90 minutes and most clients pay between $100 and $250 per session, if that helps. Also note that your answer here does not affect whether or not I'm able to accept you as a client right now - my availability is extremely limited, but the amount you're able to pay is not a factor in whether I'm able to work with you right away or not. Thank you! *

How did you hear about me, if you don't mind my asking?

Send me a copy of my responses.

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