Introductory Coaching Session
I am excited to meet with you to get started to achieve your financial goals. It would be helpful if you would be willing to complete and submit this information in advance of our introductory session. Let's get started!
Topics to discuss
feel better about money (stress, anxiety or fear)
payoff debt - tired of it!!
plan for the future
help our children with money
manage an inheritance
strengthen our relationship and work together
stop living paycheck to paycheck
save to purchase a home
live in retirement
design and effective spending plan
How did you find us
Friend or Family
Dave Ramsey site
Financial Peace University
Household income per year
Include credit cards, auto loans, student loans, medical, etc.
How much do you have in savings
Outline your financial goals - What do you want to accomplish and why?
Provide any additional information that you would like me to know
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