Start Your Journey to Financial Confidence.

Whether you are looking to repair credit, build a business, or buy a home, the first step is a conversation.

Please fill out the form below. This helps us understand your specific goals so our first meeting is focused on solutions, not just paperwork.

Start Your Journey to Financial Empowerment

This intake form is more than just questions—it’s the foundation for your personalized coaching journey. By sharing your goals, challenges, and preferences, you help us create a coaching experience designed specifically for you and your unique path. It’s quick, straightforward, and every insight you provide brings you closer to building lasting financial confidence and legacy.

Your future self will thank you for the time you invest today.

First Name

Last Name

Phone *

Email *

Spouse Name

Spouse Email

If you selected 'Other' above, please specify your primary financial goals:

How would you rate your motivation to achieve your financial goals? *

LowHigh

If you selected 'Other' above, please specify your biggest financial challenges :

On a scale of 1 to 10, how confident are you in your current financial knowledge? *

Not confidentVery confident

What kind of support do you prefer? *

Step-by-step guidance & action plans

Accountability check-ins

Educational resources & tools

Emotional encouragement

Simplifying decisions & honest feedback

Flexible pacing & celebrating progress

Is there anything else you would like us to know about your financial situation?

By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.