Session intake

You’re booked for your Money Strategy Session. Smart move.

This form takes about 10 minutes, and it’s how we skip the warm-up and spend our full hour on your actual plan.

Share what you’re comfortable sharing. Nothing here is graded, and there are no wrong answers.

00About you

Your name

Your email

01Your goal

Which one big financial decision or goal do you want to map in our session?

Tell me a little more about it, in your own words.

02Where you are now

What’s already working in your money life? Anything you feel good about?

What feels stuck, confusing, or stressful right now?

Roughly, what does your monthly income look like? (Optional)

03What a win looks like

If our hour together goes great, what will you walk away knowing or having decided?

Is there a deadline or timeline driving this? (Optional)

04Anything else

What have you already tried, if anything? (Optional)

Anything else I should know before we meet? (Optional)