First Appointment Questionnaire First Appointment Questionnaire Name* First Last Email* Enter Email Confirm Email Your Best Phone Number*Do you recieve text messages at this phone number?* Yes No Yes, but please don't text me. Your top 3 specific goals for our work together, in priority order, along with the WHY? for each:Goal 1*Goal 2*Goal 3*A great place to start from, is figuring your financial net worth. I will explain more about how this works when we meet. In the meanwhile, please list where you have money (i.e. Wells Fargo or under my mattress), what type of account it is (i.e., checking, savings, retirement), and at least the approximate balance. Do the same for any debts you have (i.e. credit card, student loans, mortgage)Accounts*Debts*Write "none" if you have no debt.Have you ever used a financial tracking system before? If so, which one(s)? Are you currently keeping one updated?What is the main specific thing, if there is one, you feel frightened of or blocked by when it comes to your upcoming financial progress?*Are there open items that have been on your financial to-do list that you would like to list here?How would you describe your relationship with money as of today?What motivates you to make changes in your life?Tough loveEarth mama nurturingMake sure the intellect understandsOther, please elaborate in the box below.Other things that motivate you to make changes in your life?PoliciesThank you so much for the work that we are going to do together! I hope that the processes that I offer will enrich your life and bring peace to your soul, as they continue to do mine. My approach is to ask smart, strategic questions to illuminate your steps to increased financial wellness. Then we can collaborate to put together an ongoing, measurable plan for your financial life. I don't know the specific financial answers for anyone else...I do know the terrain of financial wellness and am honored to be a guide for your process. One of my main goals is to help people match their priorities and dreams with their financial behavior.CancellationsPlease do give at least 48 hours notice if you want to reschedule or cancel your appointment. Casually-missed appointments are charged in full.QuestionsIf you have any other questions, please let me know. I want us both to have the best possible experience together.Feel free to ask your questions here:Please write your name here:*This acknowledges your agreement to these policies. First Last CAPTCHAPhoneThis field is for validation purposes and should be left unchanged.