JavaScript isn't enabled in your browser, so this file can't be opened. Enable and reload.
Money Mentorship Application Form
Hello Ambitious Adult!
Are you ready to transform your finances? Complete this form so I can get to know you a little better.
We are all on different parts of our money journey. I'd love to help you get to the next step.
Sign in to Google
to save your progress.
Learn more
Your name
Your answer
Your email
Your answer
Your Instagram handle
Your answer
Today's Date
MM
/
DD
/
YYYY
How confident are you with managing your finances?
Not confident
1
2
3
4
5
Very confident
Clear selection
How confident are you about investing?
Don't know anything
1
2
3
4
5
I manage my own investments
Clear selection
What kind of debt do you have? (if any)
Credit card debt
Mortgage
Student loans
Other
Personal loan
How much credit card debt do you have?
Under $5000
Over $5000
Clear selection
Note:
Please note that the focus of the Mentorship Program is more on money management, cash flow, and investing. You will learn about debt-repayment but it's only 1 subject of the program.
How much savings do you have?
Under $5,000
Between $5,000 and $10,000
Over $10,000
Clear selection
Which of these definitions can you explain with confidence?
Exchange traded fund
Bond
Credit union
Direct banking
Management expense ratio
Stock
S&P 500
Downpayment
What do you plan to get out of this mentorship program?
Your answer
What are your top 3 financial goals for the next 5 years?
Your answer
BOOK YOUR CALL
The next step of this application is to book a call with Liz to see if you're a good fit for the program.
Click this link:
https://calendly.com/ambitiousadulting/work-with-liz?month=2020-06&date=2020-05-31
Disclaimer: Liz is not a certified financial planner.
This information is confidential and the course content is for educational purposes only.
Submit
Clear form
Never submit passwords through Google Forms.
This content is neither created nor endorsed by Google.
Report Abuse
-
Terms of Service
-
Privacy Policy
Forms
