Book a Consultation | Truly Free Financial

First, tell me about you.

First name

Last name

Email

Phone

What is your current employment status?

Do you feel your income comfortably covers your monthly expenses?

Tell me about your money history/habits.

Have you ever worked with a financial coach, consultant, or advisor before?

Yes

No

If yes, what was your experience like?

Have you ever followed a budget consistently before?

Yes

No

Somewhat

How would you currently describe your relationship with money?

What financial challenged are causing you the most stress right now?

Which describes you best? (Individual, 2 income household, or a business/community org)

What are your top 3 financial goals right now?

What money habits are you trying to break?

What money habits are you trying to build?

What areas do you tend to overspend the most?

Is there anything else you’d like me to know before our consultation?

What service are you interested in?

Note: This is not a commitment to service and no payment is required until contracts are signed.

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