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Embed code for: OLSEN FINANCIAL COACHING_INFO SHEET
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OLSEN FINANCIAL COACHING
Name:_______________________Age:_________ Type Of Work:________
Spouse:______________________Age:__________Type Of Work:________
Number of Children:_________Preferred Method of Contact:___________________
What is your monthly net take home pay? __________
Do you use a budget?_________
Do you have an irregular income?___________
Do you have an emergency fund?______ How much is in the fund?________
Are you currently investing for retirement?__________
What’s your balance?__________ What is your monthly Contribution?_____________
Do you Contribute to non-retirement savings?_____________
What is your balance?__________ What is your monthly Contribution?_____________
Do you rent or own?____________ Are you current on your payment?________
What are the total monthly payments?__________________
Do you have any vehicle loans?_________ Are you current on your payment?________
What are the total monthly payments?___________________
List any total balances due:
- Credit Cards: _____________________ Student Loans: _______________________
- Taxes: ________________ Other: _________________: ______________________
What primary issue should we focus on during your coaching session?
Budgeting - Real Estate - Dealing With Collectors - Wealth Building/Investing Debt Elimination - Other? _________________
LIST THE TOP THREE CONCERNS/QUESTIONS RELATED TO YOUR