Contact Info
Are you in a relationship?
Do you have Kids?
What’s your household monthly income?
(after taxes)
What do you do for work?
Do you have a side hustle or other income sources?
What do you do for your side hustle(s)?
How much do you make a month from your side hustle?
Did you include that in your monthly income?
How much money do you spend every month in total?
If you are in a relationship include their spending as well.
(Estimate your spending if unsure)
Are you currently tracking your spending habits?
How are you currently tracking your spending habits?
How much do you currently have in savings or an emergency fund?
What kind of account are those funds in?
Are you saving for Retirement?
How much are you investing per month for retirement?
How much are you investing per month outside of retirement?
Where are you investing that additional money?
Do you have any alternative investments?
If so, what are they?
What is your Estimated Net Worth?
List your total debts and monthly payments.
(best estimate if unsure)
What’s your #1 money goal right now?
What’s your biggest financial struggle?
Do I have permission to feature your story in a future video?
Would you like this feature to be anonymous?
Is there anything else you would like me to know?