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Personal Finances Checkup

 This "Personal Finances Checkup" is designed to provide a comprehensive overview of your current financial situation and your unique relationship with money. The information you provide will be the cornerstone of our financial coaching journey, enabling to create a personalized plan to help you achieve your financial goals.

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Section 1: Contact Information

Section 1: Contact Information 

Question 2 of 20

 First and last name.

Question 3 of 20

Your Occupation 

Question 4 of 20

 

How did you hear about Coach Nadela? (Please specify below if necessary)

Section 2: Let’s Talk Money

Section 2: Let’s Talk Money 

Question 6 of 20

Describe how you manage money currently. No system, Everything is set up on auto-pay, Don't pay attention, Track everything, Use a spreadsheet, Use a credit card for everything, etc. No right or wrong answers here - the more detail you provide the better! 

Question 7 of 20

How many checking accounts do you have? 

A

1

B

2

C

3 or more

Question 8 of 20

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

i.e. One is for bills and the other for spending or one is just an old account. 

Question 9 of 20

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

A

1 - Not at all

B

2 - Slightly

C

3 - Moderately

D

4 - Considerably

E

5 - Extremely

Question 10 of 20

How STRESSED are you in regard to money? 

A

1 - Not at all

B

2 - Slightly

C

3 - Moderately

D

4 - Considerably

E

5 - Extremely

Question 11 of 20

Where do you think you stand financially right now?
 

(Select all that apply)
A

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

B

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

C

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

D

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

E

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

F

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

G

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

H

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

I

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

J

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

K

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

L

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 dollar goes.

M

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

Question 12 of 20

How would you react if, during our First Session, I told you that you're overspending compared to your income and that lifestyle changes need to be made? 

Question 13 of 20

How would you react if, during our First Session, I told you there's plenty of money to accomplish your goals, but it requires changes to your money management system, behaviors, and mindset? 

Section 5: Looking to the Future

Section 5: Looking to the Future 

Question 15 of 20

 

What do you hope to gain from our sessions? 

Question 16 of 20

Finish this sentence: "When I get inspired by something, I am the type of person who:" 

A

Implements ideas immediately and generally follows through on things.

B

Implements ideas quickly but can fizzle out over time, losing focus, reverting back to old patterns, or simply getting distracted by a new idea.

C

Spends time researching other ideas, strategies, facts, figures, and statistics before making a decision or making changes.

D

Once I've made a decision, nothing is stopping me.

E

Takes lots of notes then sticks them in a drawer.

F

Thinks about things for a few weeks before making changes.

Question 17 of 20

My reason(s) for wanting to get control of my money is that I: 

(Select all that apply)
A

Have more money

B

Be less stressed

C

Have more clarity

D

Feel healthier / stop worrying Spend more time with my kids Have more confidence

E

Stop working Travel more

F

Buy more things

G

Spend more time doing the things I enjoy

Question 18 of 20

What is your primary financial goal? 

Question 19 of 20

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

Question 20 of 20

On a scale of 1 to 10, how would you rate your readiness and commitment to making changes to your financial life? Use these examples to help you gauge your own readiness level. There is no right or wrong answer. Please be honest with yourself and with me. 

1: You want your finances to be better, but you also want it to be automated. You don't see yourself spending a lot of time on this and are hoping for a plan that allows you to be hands-off. Your hope is that a plan, or some automation, will solve your financial worries and you can more or less "set it and forget it." You really hope no major changes or sacrifices will be needed, and you would have a hard time making them if they were. 

5: You are ready and willing to learn a new system to manage your money. You know it's going to take some learning and additional attention to your money. You feel you can commit some time every week to looking at your money and updating your budget. You will try to plan ahead for upcoming expenses, so you don't feel like you are always reacting. You know learning a new skill can be hard. You are up for it, but you are also hoping it won't be too hard. 

10: You are willing to do whatever it takes. Changing your financial life is not optional. You are committed to doing the work, even if it is really hard work. You know that nothing will change without your wholehearted effort and commitment. You are prepared to be challenged and while you are hoping this won't be the case - if you are told that making a really big change like getting another job, moving, or selling your car is the answer to your financial freedom - you are willing to do it to reach your goals.
Where would you rate yourself on a scale of 1-10 after considering the above examples? 
 

A

1 - Low Commitment

B

2 - Minimal Commitment

C

3 - Limited Commitment

D

4 - Moderate Commitment

E

5 - Average Commitment:

F

6 - Above-Average Commitment

G

7 - High Commitment

H

8 - Very High Commitment

I

9 - Exceptional Commitment

J

10 - Full Commitment

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