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Financial Coaching Pre-Consultation
Name
*
First
Last
Spouse's Name
First
Last
Email
*
Phone
*
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Select 3 Priorities for the next 6 months
Developing a Spending Plan (Budget)
Personal Debt Elimination
Establishing an Emergency Fund
Estate Planning - Wills & Trusts
Career Planning
Retirement Planning
Investment Planning
Business Profitability Planning
Crisis
Other Goals
Your Income
*
Gross Household Income
*
Credit Card Debt
Please enter total outstanding balances on all credit cards
Automobile Debt
Please enter the total amount you owe on all vehicles
Automobile Payments
Please enter total monthly payments on all automobiles owned
Student Loan Debt
Please enter total debt of both parties
Medical Debt
Please enter total medical debt owed by both parties
Mortgage
Please enter total debt from all mortgages combined, including Home Equity Loans
Other Real Estate Debt
other than your primary residence
Retirement Loan Debt
Total loans from 401K / 403b / IRA etc..
Other Loan Debt
Total amount in savings
Total amount in emergency fund
Retirement Savings
Additional Information
Share here anything in particular you would like to discuss during your consultation.
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