Before we jump on our discovery 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
Click the button below to start.
Question 1 of 7
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 7
2. What is your (annual and/or monthly) household income before taxes? After taxes (if you know)?
Question 3 of 7
3. What is your age, relationship status and how many people in your family (including children)?
Question 4 of 7
4. What's your total non-mortgage debt?
Question 5 of 7
5. Are you budgeting regularly (at least monthly)?
In the process of learning.
Question 6 of 7
6. Have you ever invested in financial coaching or personal finance related courses (like FPU)?
I've invested in financial coaching only.
I've invested in personal finance courses only.
I've invested in both.
Question 7 of 7
6. Do you agree to be on time for our call and to complete any requests for follow up items within 24 hours?