Your Money. Managed with Purpose

Let’s make smart money moves

First name

Last name

Phone

Consultation Date (if booked)

Month

Day

Year

Preferred Contact Method (Email / Phone / Text)

What is your average monthly income (after taxes)?

Do you have multiple sources of income? (If yes, please list them.)

Is your income consistent or does it fluctuate each month?

Do you currently track your income and expenses? (Yes / No)

What are your average monthly expenses (rent/mortgage, utilities, transportation, etc.)?

Do you currently have a written or digital budget? (Yes / No)

How often do you review your spending?

What are your top 3 spending categories (e.g., food, shopping, subscriptions, travel)?

Do you feel your spending aligns with your financial goals? (Yes / No / Not sure)

Do you currently have a savings plan?

How much do you save monthly (if any)?

Do you have an emergency fund? If so, how many months of expenses does it cover?

Do you have any debt (credit cards, loans, car notes, student loans)? Please list amounts and types.

Are you currently making consistent payments toward your debt? (Yes / No)

What are your top 3 financial goals right now?

Do you have a specific savings goal or target amount you’re working toward?

Are you currently working toward buying a home, car, or starting a business?

What challenges have stopped you from sticking to a budget in the past?

What do you hope to gain from working with Chosen Finances?

How would you describe your current relationship with money? (e.g., stressed, confident, avoidant)

On a scale from 1–10, how confident do you feel managing your finances?

What motivates you most to improve your financial situation?

Are you open to making lifestyle adjustments to meet your budgeting goals? (Yes / No / Maybe)