Financial Sweet Spot Application

Okay, so this is the part of the process where you tell me all about what's going on with you and your money. Please take your time to really consider your responses to each question, and provide as much detail and information as you can. The more thorough you are, the better I'll be able to determine how I can help you discover that place where your money strengths, money style + money personality meet for the best results. I'm looking forward to connecting with you!

Name*
First Last
Email*
What's your big, audacious, make you tingle financial goal?*
Or, the goal that money impacts...
What is your biggest financial regret?*
What is your greatest financial success?*
What is the #1 thing that you want my help with, right now?*
Why is this the right time to talk about it?*
When your situation has changed, what would that mean to you and for you (and for your family, if applicable)?*
How will you measure your progress / success?*
Who is your financial idol? Who do you think has it together, financially, and how would you describe their money strengths, money style + money personality?*
What are the things you think you "should" be doing with your money, but aren't?*
Have you participated in a group financial coaching program previously?*
- Yes
- No
In which payment option are you interested?*
- Single payment - $1250
- Three payment - $429
Anything else you think I should know?*
Next steps...
Once you click, "Submit Application," you will receive a copy of your responses. Be sure to check your inbox (or spam folder). You'll also get a separate follow-up email regarding next steps.

Next steps...

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