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Name
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Tell me about your current financial position and why you want an audit
What is your current financial goal? (Check all that apply)
Reduce debt
Build savings
Start investing
Improve my credit score
Align my finances with my values
Other
How would you rate your current level of financial stress? (Select one)
Low – I feel in control
Moderate – I feel a little overwhelmed but managing
High – I feel stressed and unsure how to handle my finances
Extremely High – I feel anxious and paralyzed by my finances
Have you ever felt overwhelmed by your financial situation?
Yes
No
Sometimes
Do you have a budget or spending plan in place?
Yes, I stick to it regularly
Yes, but I don’t follow it consistently
No, I don’t have one
What’s your relationship with credit? (Select all that apply)
I have credit cards but struggle to manage them
I avoid using credit because of past issues
I actively use credit but pay off balances on time
I don’t have any credit or avoid it altogether
Do you feel confident in making financial decisions?
Yes, I trust my judgment
Sometimes, but I often second-guess myself
No, I frequently feel unsure about the right choice
Have you encountered any limiting beliefs or blocks around money? (Please describe briefly)
What is your biggest financial challenge right now?
Are you willing to commit to a holistic approach that integrates both practical financial strategies and mind/body pratices?
Yes, that's why i'm here!
No thanks
I’m open to it, but have concerns
How do you envision your financial future after receiving support? (Please describe your ideal outcome)
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