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Launch Your Real Life Guest Story
Please only include your name and email if you would like me to reach out to you personally. This will NEVER be shared online or on the podcast and is not required.
Name
Email address
Getting to know you
What alias do you want to go by? If not entered I'll make one up
Are you married or single?
*
A
Married
B
Single
List your bank account balances (do not put banking information!!)
*
Minimum payments should be on the report (you'll attach it below). Here, please list the corresponding debts, estimated balances, and interest rates
*
What is your general age and household makeup
*
For context please indicate if you live in a very high cost of living area
*
How predictable is your income
*
A
Fixed Salary
B
Fluctuates month to month
C
Commission based
D
Seasonal
E
1099 Freelance
What made you decide to submit this today?
*
What part of your money currently stresses you out the most?
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If you had to guess, where do you think your struggle lies?
*
A
Spending
B
Saving
C
Debt
D
Income
E
Combination
What is your number 1 financial goal over the next 12 months?
*
What systems, budgets, or strategies have you tried before? Why did they fail or stop working?
*
Is there anything else you want me to know?
Please go to outline.newstoryfinancial.com and fill out the income/expenses information there. Download the PDF and include that here
*
Click to choose a file or drag here
Size limit: 10 MB
Consent
*
I agree that the anonymous financial data and story submitted here may be analyzed and discussed on the podcast
I want you to get in touch with me one-on-one
Submit
