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Our financial coaching services are designed to empower you with the wisdom to make decisions that enhance your financial well-being. Take the short questionnaire below to see how you’ll might benefit from me being your financial coach.

Personal Information

Questions

1. Do you want to retire?at 65before 65after 65not planning to retire (I'm not a quitter)

2. Are you committed to becoming financially independent, including a willingness to change your behavior (deferred gratification, saving, investing, etc.) to achieve FI?

3. Are you committed to becoming totally debt free, including a willingness to change your behavior (deferred gratification, forced scarcity, etc.) to achieve freedom from debt?

4. Do you track your monthly expenses?

5. Do you have a monthly budget? A plan to tell your money where to go rather than wondering where it all went?

6. My net worth isnegative (e.g., student loans)zero to $99k$100-$499k500-999kgreater than $1 millionnot sure

7. Do you have credit card debt?zero to $5k5k to $10k10k to $15kgreater than $15k

8. Do you have a car loan? if so, what is the remaining balance and interest rate?

9. Do you have an emergency fund?less than $1,0001 to 3 months living expenses4 to 6 months living expensesgreater than 6 months living expensesnot sure what my expenses are

10. Do you currenly contribute to retirement accounts?0-5%6-9%10-15%16-20%greater than 20%

11. Do you have any financial goals? Briefly list.

12. What do you want to learn and/or accomplish with a financial coach? Briefly describe.

13. Do you own your home or rent?

14. What is one thing you would start doing to become financially independent? What is one thing you would stop doing?

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