Let's get you started!
First things first, what's your name?
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[Name], there’s a Bolder way to money.
One where money doesn’t hold you back β€” it takes you places πŸš€. Let’s figure out the right money moves for you.
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How does thinking about money make you feel?
Which of these emotions best describes your current feelings about money?
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How confident do you feel about your finances?
1 = not at all
5 = it's all under control
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How stressed do you feel about money?
1 = not worried at all
5 = the struggle is real
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Let’s take a deep breath or two ✌
Let’s take two deep breaths.
We know we’re getting heavy, but here’s the thing: money is emotional. Don’t worry, we know exactly how to help you find financial peace of mind. 🧘
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Which of these money goals do you have?
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What other goals do you have for the next 3-5 years?
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Goals on your mind
We know how to tackle goals.
Goals can feel too hard or scary, but don't worry, we know exactly what it takes to achieve your goals πŸ’ͺ
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Have you worked with a coach before?
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What motivates you?
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How would you like to be coached?
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We're all different.
It's important to know who you are.
Working towards goals requires more than motivation, it requires an understanding of who you are, and what you value. We know how to help you find that, so you can get to your money and life goals faster πŸš€
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How old are you?
What's your relationship status?
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What's your annual income?
And finally, what’s your email?
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Crunching numbers, making magic happen...
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