Thank You


Your In-Depth Session has now been scheduled.


I'm excited to be part of your money journey and to customize a plan that's going to set you up for success!  
At this point you should have already completed the signatures on the Financial Coaching Agreement. 
Your next steps will be to complete the Pre-Work which includes the onboarding questionnaire and financial information needed for our meeting. You can access the questionnaire and the list of items for our meeting by clicking the button below or your welcome email. 

Prior to the meeting, if you have any questions, please don't hesitate to reach out to me.

NEXT STEPS

Complete all Pre-work items one week before the scheduled meeting date

Questionnaire
financial info
coaching

Click to start your onboarding questionnaire and provide the financial information for our meeting*. The welcome email you received will contain the link as well. 


*24 hour notice is required to cancel or reschedule all appointments.

Start the Questionnaire
Learn More about Financial Coaching Options

More details

About the Questionnaire

These questions are meant to provide more insight on your current financial situation and establish a baseline for where we will begin coaching and creating an action plan.

Topics include:

  • Your top money goals
  • Your future outlook for your money
  • Your general familiarity with personal finance concepts


About the Financial Information

The items requested with this information allow for a complete view of your current financial picture and will be used to capture an accurate view in order to create a plan of action that is specific and tailored to your financial situation and lifestyle.

Items  include:

  • Loan balance, rates and payment due dates
  • Recent income sources and amounts
  • Recent spending transactions  


align your future, walleT and mindset

Achieving financial freedom can be a reality.  You have taken the first step by booking a financial coaching session. Your days of feeling stressed about money and worrying about the future will soon be behind you if you apply the right amount of discipline and consistency. It may require you to shift your mindset around money, but it is possible to learn how to gained control of your financial future.
 
Thank you for joining the Friends With Money Club for Financial Coaching. 
This process can transform your future, wallet and mindset if you let it. 
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