Program intake

Welcome to Your Money System.

This is the one real piece of homework I’ll ask you for, and it earns its keep. The more honest your picture here, the faster we get to your Wealth Number and a plan that fits your actual life.

No spreadsheets required. No judgment about where things stand today. We start exactly where you are.

00About you

Your name

Your email

01The big picture

When you picture your money working the way you want it to, what does that look like? Paint me a quick picture.

What are your top two or three financial goals for the next few years?

On a scale from ‘total avoidance’ to ‘I check daily,’ how do you tend to deal with money right now?

02Grow

Your income

What does your income look like right now?

How stable is it, and do you expect it to change in the next year?

Any side income, bonuses, or variable pay I should factor in? (Optional)

03Trim

Debt and spending

What debts are you carrying right now, if any? Rough balances and rates help, but ballpark is fine. (Optional)

Where does your money tend to go each month? Don’t overthink it, just the honest version.

Are there any expenses you already know you’d like to rein in? (Optional)

04Multiply

Saving and investing

What are you currently saving or investing, if anything? (Optional)

Do you have an emergency fund? Roughly how many months would it cover? (Optional)

Any retirement or investment accounts already in motion? 401k, IRA, brokerage, and so on. (Optional)

05You

What’s your relationship with money like right now, in a sentence or two?

What’s gotten in the way before, when you’ve tried to get on top of this?

How do you like to be coached?

Direct and to the point Warm and encouraging A mix of both

06Logistics

What days and times generally work best for your monthly sessions?

What timezone are you in?

Anything else you want me to know before we start? (Optional)