It's Time To Make Smart Money Moves! It's Time To Make Smart Money Moves! It's Time To Make Smart Money Moves! Thank you for your interest in working with me to you acheive your financial goals? Please take a minute to fill out some info and I will connect with you shortly! I am super excited and can't wait to help you start making Smart Money Moves! Name * First Name Last Name Email * Phone * (###) ### #### Financial Goals * What are your short-term (next 6 months-1 year) goals? What are your long-term (next 2-5 years) goals How much would you ideally like to save each month? How much debt would you like to pay off in next 6 months? Financial Challenges * What are the main reasons for your current debt situation, if any? Have you tried any debt payment or saving strategies before? If yes, what worked and didn't work? Support & Commitment * Is there anyone in your financial decisions? How commited are you to making the necessary changes to pay off debt and grow your savings? Financial Education * What is your understanding of money management and budgeting? Do you have any specific concerns or questions about money that you would like to address? FREE 45-Minute Session * Upon completing this form, you will receive an email to schedule your FREE 45-Minute Consulting Session. Please let us know the best days/times you are available for your session. Additional Comments Thank you & I looking forward to helping you make Smart Money Moves!
