Session Application | Crazy Fun Finance

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Rock Your Finances

Strategy Session!

Thank you for your interest in this session! Please answer the questions below thoroughly. I will be in touch with confirmation of your appointment, or a referral if I don’t think we’re a good fit.

Your full name*
First Last
Your best email address*
What is your occupation?*
What are the 3 debts you’re carrying that are weighing most heavily on you?*
Debt #1: Debt #2: Debt #3:
What are the top 3 beliefs holding you back from the financial dream you desire?*
Belief #1: Belief #2: Belief #3:
If you knew there were no obstacles, what 3 financial goals would you like to achieve in the next 12 months?*
Goal #1: Goal #2: Goal #3:
Are you willing to invest in yourself to master your finances? (Please choose an option below)*
- If the outcome is worth the investment- I'll do whatever it takes to have financial freedom.
- I'd be a little intimidated - but because I am committed - I will see it through with the right guidance and support.
- I am unwilling to invest in myself because I want to do this on my own and not have to spend any money.
Which of these areas would you MOST like to focus on during your initial session?*
- Money mindset shifts
- Tips for making a budget you can stick to
- How to save for retirement
- How to assess the overwhelming debt I have and learn strategies to start paying it off
- How to speak to my partner about finances
- Fixing my credit score
- How to teach my kids financial literacy
Which of these most applies to you right now?*
- I have access to financial resources to invest in my financial security
- I have no access to funds and don’t plan on investing in myself in 2020
Join our mailing list and snag a FREE Financial Freedom Roadmap?*
- YES, sign me up!
- No thanks.

Rock Your Finances

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