Questionnaire

pre-consultation

To make the most of our time together, the more insights you can share in the questionnaire, the better I can prepare to discuss your specific needs during our first call.

Name (Preferred)

Pronounce

Age

Preferred Language for Consultation

What are your top 1-3 financial goals you want to achieve through work with the financial guide?

What is one specific financial question you want to get answered in our intro call?

In your own words, what is a simple description of your current financial situation? (e.g., income, expenses, debts, assets)

What is one financial win you're proud of from your journey so far?

How would you describe your current level of knowledge on personal finance?

Have you worked with financial specialists before? If yes, describe your experience

Is there anything else you'd like to share before our meeting?

Please attach any relevant documents if you want me to review them before our meeting (e.g. credit report, pay stub, expenses download, etc).

pre-consultation

questionnaire

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