Money Chat / Financial Fitness Check Up

Curiosity Questionnaire

Form to be filled in PRIOR to the MONEY CHAT

Name(Required)

First Last

Email(Required)

What State/Country do you live in?

Phone

How did you hear about a Spending Plan?(Required)

If you attended an event/webinar OR Intro Course, what financial concept stood out to you the most?(Required)

What lead you to learn more about a Spending Plan?(Required)

Do you currently have a Budget?(Required)

What are your Top 3 Financial Goals?(Required)

What is holding you back from achieving your goals?(Required)

What are your reason(s) for avoiding budgeting?(Required)

Fear tha a budget will take away my freedom

Fear that doing a budget will reveal how bad things are and you would rather NOT know

Fear that you will have to give up things you like doing

You're just too busy - Lack of time

You think budgeting is not possible because your income varies

You think that budgeting requires ongoing and boring record keeping

You just couldn't be bothered - not in enough pain to do something about it even though you're not happy

Too hard, like trying to give up smoking or drinking

Fear of revealing your addictions or bad habits

Relationship reasons - It's just too hard to talk about money

What benefits of having a Spending Plan would YOU like to have?(Required)

Know your current financial health (money truth)

Stop living paycheck to paycheck

Know (see) that all your bills will be covered for the next 12 months

Eliminate Money Stress

Have savings for the unexpected (be prepared)

Have savings for our 'really' wants

How to protect your money from YOU

Become financially self reliant

I am ready to learn more about a Spending Plan?(Required)

I am ready for financial peace in my life?(Required)