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Financial Assessment Call - Intake

This assessment call aims to understand your financial situation, offer preliminary advice, and determine your readiness for personalized coaching.

If you haven’t yet, please take a few minutes to read through the full coaching program details here.

Dealing with debt? If you are currently in debt and don't have extra funds to invest in a paid coaching program, I highly suggest starting with this digital course/guide first: 📘 The Debt-Free Playbook + Toolkit: A Step-by-Step Guide to Pay Off Debt and Take Back Control of Your Life When should you book this call? If you’re ready to take the next step and invest in personalized financial guidance, this assessment call is for you. Whether you need support in budgeting, managing your money better, creating a debt payoff strategy, allocating your income wisely, or aligning your finances with your life goals, this is the space to explore that. You’re also someone who values accountability and wants a clear, actionable strategy to move forward with confidence. Reservation Fee This call is free of charge but I ask for a reservation fee of P150 which will be refunded to you after our schduled call. No show, no refund policy also applies. You'll receive a link via email on how to pay the fee. Before you pick a schedule

You’ll be asked to answer a short intake form below. Please take the time to answer these questions as honestly and openly as possible. It’ll only take around 15 minutes, and you can answer in English, Filipino, or TagLish. Your answers are 100% confidential.


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Your nickname

Your full name

Your active email

How did you hear about my financial coaching services?

Are you an income-earner?

Are you an income-earner?
A
B

How would you describe your current financial situation?

How are your income, expenses, and savings? Are you a breadwinner? Any debts? What do you love and don't love about your situation?

What goals do you have for your money right now?

What do you want to achieve in a month? 6 months from now? 1 year from now?

What is stopping you from achieving your financial goals?

What are your struggles and challenges? What holds you back?

What do you think is the ultimate solution for you?

What strategies, habits, or tools do you think you need? What would a successful outcome look like if someone were to help you overcome these obstacles?

Have you had the chance to quickly check your finances to determine if you're ready to invest in a paid financial coaching service? Don't worry if you are undecided yet.

Have you had the chance to quickly check your finances to determine if you're ready to invest in a paid financial coaching service? Don't worry if you are undecided yet.
A
B

After the call, do you agree to be a part of my private newsletters for more personal finance strategies and opportunities? (you can opt-out anytime)

After the call, do you agree to be a part of my private newsletters for more personal finance strategies and opportunities? (you can opt-out anytime)
A
B

Anything else you'd like us to know?