Welcome, and thank you for showing up for this step.
This 50-minute Discovery Session is a chance for us to explore what’s been getting in the way of your financial journey and what it might look like to move forward with more consistency and less pressure.
The purpose of this worksheet is to give me a bit of context so I can meet you where you are. There are no wrong answers. You don’t need to impress me nor be ashamed; just be honest.
I'll review your responses before we meet so we can make the most of our time.
What made you decide to explore coaching now? What shifted or stood out?
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What have you already tried that "sort of" worked, or didn’t stick?
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What would “steady progress” with your finances actually look like for you?
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What are you most looking for right now?
Choose from selection:A simple system I can follow without burnoutHelp recovering after falling off financiallySupport with accountability and follow-throughTools to reset my habits and thinkingSomeone to help me connect emotion and moneyNot sure yet, just exploring{"type":"select","name":"__generic3","width":100,"value":"","size":"Normal","validation":"N1","validationMessage":"Please make a selection for this item.","options":"Choose from selection:\nA simple system I can follow without burnout\nHelp recovering after falling off financially\nSupport with accountability and follow-through\nTools to reset my habits and thinking\nSomeone to help me connect emotion and money\nNot sure yet, just exploring"}
How do you tend to handle structure or accountability?
Choose from selection:I thrive with structure and routineI do well with structure, but only if it’s flexibleI resist structure unless it feels self-directedI like reminders but not pressureI’m still figuring that out{"type":"select","name":"__generic4","width":100,"value":"","size":"Normal","validation":"N1","validationMessage":"Please make a selection for this item.","options":"Choose from selection:\nI thrive with structure and routine\nI do well with structure, but only if it’s flexible\nI resist structure unless it feels self-directed\nI like reminders but not pressure\nI’m still figuring that out"}
How much time or energy do you currently feel you can give to improving your finances?
Choose from selection:I can give 30+ minutes a week consistently15–30 minutes a week is realistic for meI can give a few focused minutes here and thereRight now, I’m stretched thin, simple steps onlyI’m not sure yet, but I want to start somewhere{"type":"select","name":"__generic5","width":100,"value":"","size":"Normal","validation":"N1","validationMessage":"Please make a selection for this item.","options":"Choose from selection:\nI can give 30+ minutes a week consistently\n15–30 minutes a week is realistic for me\nI can give a few focused minutes here and there\nRight now, I’m stretched thin, simple steps only\nI’m not sure yet, but I want to start somewhere"}
Anything you'd like me to know before we talk?
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Thanks for taking a moment to reflect before we meet. I’m looking forward to helping you find steady ground and take your next small step towards your financial vision. Talk soon!