Discovery Session Questionnaire Form

Discovery Session Questionnaire

by The Money Culture

Please take a few minutes to answer the questions below. This will ensure we make the most of our time together.

The form must be completed at least 48 business hours before your scheduled appointment.

First Name

Last Name

Address

Spouse's Email (if applicable)

Phone Number

How many children do you have and what are their ages? Type "none" if no children

Occupation

Your Date of Birth

How did you hear about The Money Culture financial coaching?

Money: Who do you bank with?

Money: How many current / checking accounts do you have?

Money: If you said more than one checking account, what is the purpose of each account?

Money: If you've tried budgeting before, please describe what your budgeting approach looked like.

Money: How CONFIDENT are you with what you're doing with your money? (1 is 'not at all' and 5 is 'extremely')

Money: How stressed are you in regard to money? (1 is 'not at all' and 5 is 'extremely')

Money: Where do you think you stand financially right now?

Money: How would you react if, during the Discovery Session I told you that you've overspending compared to your income and that lifestyle changes need to be made?

Money: How would you react if, during the Discovery Session I told you there's plenty of money to accomplish your goals, but it requires changes to your money management system, behaviours and mindset?

Money: Check the box next to any of the statements that apply to you.

I know what I should do with my money; I just don't follow through or stick with it.

I'd love to feel financially successful, but I'm not sure what that takes or how to do that.

I'm embarrassed to have someone look at where my money is going or where it has gone.

I don't know where my money is going, and I'm not sure where to begin combing through it all.

I often wonder why I'm the only one who seems to be juggling.

I make too good of money to be this stressed with money.

Things are "okay" financially, but I want them to be "great!"

I just wish someone would tell me what to do with my money.

I work best with a clear plan laid out in front of me.

I don't really want to get on a budget because they seem too rigid and strict.

I'm worried that a financial coach might just tell me I can't buy something I want, and that makes me nervous.

I want to be in control of my money, but I don't want to overcorrect and become a control-freak or have to worry about where every pound goes.

I'd love to be able to see a clear picture of where I am today and where I'm heading in the future.

Your Future: What do you hope to gain from your session?

Your Future: Finish this sentence: 'When i get inspired by something, I am the type of person who...

Your Future: My reason(s) for wanting to get control of my money is so I can (check all that apply):

Have more money

Be less stressed

Have more clarity

Feel healthier / stop worrying

Spend more time with my kids

Have more confidence

Stop working / Travel more

Your Future: What is your PRIMARY financial goal?

Your Future: If you were to reach the above financial goal, what impact would that have on your life?

Your Future: We would love nothing more than to see you make massive progress with your money. The Discovery Session is meant to get the ball rolling in the right direction. We will give you a plan, but you'll need to make the changes and implement the strategies. Would you like information on how we can provide continuous support and coaching after the Discovery Session?

Yes

Your Future: On a scale of 1 to 10, how would you rate your readiness and commitment to making changes to your financial life? Note: 1 being least and 10 being the most committed.

Other: Please let me know anything else that may be important to know before your Discovery Session

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Discovery Session Questionnaire

by The Money Culture

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