Page 1 of 2

Money Patterns Assessment

Welcome parents and thank you for booking your Family Vision Experience.

This short assessment helps me prepare a session that is specific to your family, not a generic conversation, but one built around what you actually need.

Plan for 10 minutes. Answer honestly. There are no wrong answers here.

If your partner is joining the session, please have them complete this separately. Two perspectives going in means a richer document coming out.

SECTION 1 : Your Family

So I know who is in the room and who we are building for.

What is your full name?

What is the email address you used to reserve the Family Vision Experience?

What is your spouse/partner's full name?

What is your spouse/partner's phone number?

Please list each child's name and age below.

SECTION 2: Your Values

This is where we start building before we even meet.

Which of these words describe your family today, not your goal, but right now?

SECTION 3: Your Family Culture

The rituals and routines that already exist are the foundation we build on.

Describe a favorite family tradition or routine, something you do together regularly that feels like yours.

How do you want your home to feel? Give me three words that describe it at its best.

What is the next significant milestone for one of your children? (graduation, driver's license, first job, college, moving out)

How confident do you feel about how they will navigate the milestone? (10 is they got this and 0 is I still remind them of their birth date)

SECTION 4 — Money

The heart of the session. Answer as honestly as you can.

What is your biggest money fear when it comes to your children?

Describe a recent purchase or financial decision you felt genuinely good about, and why it felt right.

What do you and your partner agree on most when it comes to money and parenting?

Where do you disagree on money as a family? How does the tension show up?

Your Session Goal

Describe what you want to walk away with the most after this experience? What does it feel like?

What else do you want me to know before we meet?