Form cover

YNAB Coaching Pre-Meeting Questionnaire

This questionnaire is designed to get an idea of where you are now. Your answers will help me prepare to address your specific needs, and it will also help us maximize our first session together. Be as honest and thorough as you can, but don’t spend too much time thinking about your answers.

First, Let's get contact information out of the way.

What is your email address?

What is your phone number?

How may I contact you to set up a coaching call (select all that apply)?

How may I contact you to set up a coaching call (select all that apply)?

Budgeting History

Have you tried Budgeting in the past?

Have you tried Budgeting in the past?
A
B