Full Name *

Date of birth

Email *

How would you describe your current financial situation? *

I’m doing well but want more clarity and control.

I feel disorganized and overwhelmed.

I’m somewhere in the middle—just need direction.

What’s your biggest goal right now? *

Optimize my money and streamline my systems.

Build a budget I can stick with.

Finally understand where my money is going.

How much time do you realistically want to spend managing your money each month? *

Less than an hour—my schedule is packed.

A few hours a month is fine.

I don’t mind putting in extra time if I’m learning.

Have you ever created a budget before? *

Yes, but I never keep up with it.

Yes, and I enjoy working on it myself.

No, but I’m ready to start.

When learning something new, what style do you prefer? *

Someone doing the heavy lifting for me and walking me through it.

Step-by-step videos I can complete at my own pace.

A mix of both.

How fast do you want results? *

ASAP. I want clarity and a plan without delay.

I’m okay with a slower pace as long as I’m learning.

Somewhere in between.

How comfortable are you with tech + online tools like YNAB? *

Prefer someone to set everything up for me.

I like tech and don’t mind figuring things out.

I’m willing to learn but need guidance.

What’s your typical annual income range? *

Under $100k

$100k–$200k

$200k–$350k

350k+

Which best describes your schedule? *

Constantly busy / limited bandwidth.

Busy, but I can carve out time when needed.

I have flexibility to work through things myself.

What matters most to you in this process? *

Saving time—just tell me what works.

Learning the process and doing it myself.

Getting accountability + support.

How overwhelmed do you feel when looking at your bank statements or budgeting apps? *

Extremely—I’d love someone else to handle the details.

Moderately—I just need some direction.

Not overwhelmed—I just need a plan.

If you had two great options, which feels more aligned? *

A high-touch, concierge-style experience where everything is created for me.

A DIY course I can take on my own time with the tools to get started.

NEXT