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Let's get to know you
Have you worked with a financial coach, planner, or advisor before?*
Yes
No
How old are you?*
Select one...
18 – 24
25 – 34
35 – 44
45 – 60
61 or older
What’s your employment status?*
Select one...
Employed
Self-employed
Out of work and looking for work
Out of work but not currently looking for work
Military
Retired
Other
What’s your relationship status?*
Select one...
Single
In a relationship
Engaged
Married
Domestic partner
Widowed
Divorced
Other or I’d prefer not to say
Please, fill all the required fields.
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Let's get to know you
Do you have any children?*
Yes
No
Do you set aside savings every month?*
Yes
No
Sometimes
Do you currently have any money in savings?*
Yes
No
Do you have a fully funded emergency fund?*
Yes
No
Not sure
Please, fill all the required fields.
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Let's take a look at your future plans
Do you have any debt?*
Yes
No
Do you pay your bills on time every month?*
Yes
No
Sometimes
Do you contribute to a retirement account?*
Yes
No
For any future major expenses (for example, buying a home or having a child), have you identified the amount of money needed and over
what timeframe?*
Yes
No
I have a rough idea
Please, fill all the required fields.
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Almost done!
What plan are you interested in?*
Select one...
myFin Plan™ - Individuals
ourFin Plan™ - Couples
theFin Plan™ - Entrepreneurs
What are some of your primary goals?*
Select one or more
Select one...
Travel
Financial independence
Buy a house
Retire one day
Pay off debt
New car
Other (Let us know in the field below)
Anything else you want us to know? Let us know here
Please, fill all the required fields.
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Thank you! We'll be in touch soon.
You will receive an email with your confirmation and meeting details shortly.
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