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Personal Finances Intake

Thank you for taking the time to book your Call with Rachel. 
Please fill out the following information to make the best of our call.

Please fill out this section to the best of your knowledge; there is no right or wrong answer. This is just to get the nitty-gritty out of the way, so we have more time for the important things. If you do come aware of any errors or additions you want to make, don't worry you can edit this up to our meeting.


All personal information is for our internal uses only and is removed from our database if inactive for 90 days.

What is your household income? (circle one)
Less than $20k
$20 to 50
$50 to 100
$100 to 200
$200 to 300
$300+
What type of debt do you have? (check all that apply)
Total outstanding debt (excluding home)
How many credit card do you have balances on?
None
1
2
3
4
5+
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