Help me get to know you! A few quick questions about your personal budgeting habits before we get started: Name * First Name Last Name Email * Number How did you hear about me? * What makes NOW the right time to get help with your personal budgeting? * Which of the following is the biggest motivator for getting help with your budgeting? This could be like debt payoff, increasing net worth, being able to spend more time with my kids, wanting to be FIRE, etc. Saving time so I can focus on the income-producing parts of my business Seeing how my business is doing so I can increase profits Removing a burden and worry that looms over me constantly All of it! Nothing Yet Something Else What stresses you out most about your personal finances? How would you feel if your personal finances were given a direction and an actionable plan? How are you currently keeping track of your expenses and income? QuickBooks Online Xero Spreadsheet Paper and Pen Nothing Yet Something Else What else do you want me to know? Thank you! I’ll get back to you as soon as I can!
