I want you to get the most out of your free coaching session. My goal for the session will be to give you solutions to your largest financial knots. So below are a few questions to help me prep for that session.
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{"type":"text","name":"__generic2","width":10,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","placeholder":"Age"}
{"type":"text","name":"__generic","width":35,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","placeholder":"Spouse's Name "}
{"type":"text","name":"__generic4","width":10,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","placeholder":"Age"}
{"type":"text","name":"__generic","width":35,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","placeholder":"Your Occupation "}
{"type":"text","name":"__generic","width":35,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","placeholder":"Spouse's Occupation "}
How did you hear about me?
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What are your financial knots? (Please check all that apply)
{"type":"checkbox","name":"__generic","width":100,"value":"","size":"Normal","validation":"C1","validationMessage":"Please check at least one item.","options":"Feel like I/we are just surviving not thriving.\nFinances feel disorganized.\nBudgeting or a Money plan is not working\nNot making progress towards a large financial goal\nToo much debt \nBankruptcy feels like the only option.\nLiving paycheck to paycheck, there is no margin in my/ our finances. \nWant to eat healthier/ live a healthier lifestyle but feel I/we can't afford it. \nWant to tithe to my church but can't seem to fit it in. \nBehind on basic monthly bills. \nWant to feel more in control of my finances.\nWant to spend without feeling guilty and/or stressed. \nWorried about retirement savings. \nFitting in going zero waste\nWant to retire but don't know if I can."}
On a scale of 1 to 10 (10 being the most) how in control to you feel over your money every month? {"type":"text","name":"__generic","width":10,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","placeholder":""}
On a scale of 1 to 10 (10 being the most) how peaceful do you feel over your financial situation? {"type":"text","name":"__generic","width":10,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","placeholder":""}
On a scale of 1 to 10 (10 being the most) how much guilt/shame do you have over large purchases? {"type":"text","name":"__generic","width":10,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","placeholder":""}
What are 3 things that you would like some guidance that we can tackle in your free session? Or another way to say this is what are 3 pain points you have with your personal finances today?
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{"type":"text","name":"__generic","width":100,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","placeholder":"2"}
{"type":"text","name":"__generic","width":100,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","placeholder":"3"}
Describe the methods or tools you use to plan your monthly budget / money plan?
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On a scale of 1-10 (10 being perfect) how well is your monthly budget/plan as you described above working for you? {"type":"text","name":"__generic","width":10,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","placeholder":""}
Would you like me to review your monthly budget before our meeting to give you some tips on tweaks you can do with your budget?
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If you checked yes to the above, I will send you a follow up e-mail with instructions on how to send that budget to me to review.
Anything else you would like to share:
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