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Zero|Debt|Coach Intake Assessment

Before we jump on our 30 minute call, please take 2 minutes and tell me a little bit about your situation and what kind of help you're looking for.

Thanks for reaching out and I look forward to connecting with you! - Brad

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Start

Question 1 of 6

1. Briefly explain:

 

What is your purpose in reaching out to us? 

 

What kind of help are you looking for or goals you're trying to accomplish?

 

Please be as specific as possible.

Question 2 of 6

2. What is your annual household income?

A

$0-$30,000

B

$30,001-$50,000

C

$50,001-$100,000

D

$100,001+

Question 3 of 6

3. What's your total non-mortgage debt?

Question 4 of 6

4. Are you budgeting regularly (at least monthly)?

A

Yes.

B

No.

C

In the process of learning.

Question 5 of 6

5. Have you ever invested in invested in financial coaching or personal finance related courses (like FPU)?

A

No.

B

I've invested in financial coaching only.

C

I've invested in personal finance courses only.

D

I've invested in both.

Question 6 of 6

6. Do you agree to be on time for our call and to complete any requests for follow up items within 24 hours?

A

Yes.

B

No.

Confirm and Submit