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Meantime Money Assessment

Fill out this quick assessment to help me understand your money philosophy, hopes, and financial context. After that we can schedule a free 30 min consultation to find out if we would be a good fit for one another. 

Click the button below to start.

Start

Question 1 of 11

Where do you live? (City and state)

Question 2 of 11

Date of birth?

Question 3 of 11

Phone number (including area code):

Question 4 of 11

What is your emotional state when it comes to your financial picture?

A

Excited and Hopeful

B

Confused and Nervous

C

Scared and anxious

D

Stressed, but ready to make a change

E

Ok, would just love some guidance

Question 5 of 11

What is the primary objective you have for working with a financial coach?

(Select all that apply)
A

To finally create a vision for my financial future.

B

To begin working seriously about getting out of debt.

C

I need help making a budget and sticking to it.

D

I'd love to learn a few new ways to add extra income.

E

I'm not investing money into retirement, I'm not sure how, and that scares me.

F

Basically all of the above

Question 6 of 11

When it comes to your monthly income, what do limitations do you feel are keeping you from using it to build wealth?

(Select all that apply)
A

No real budget strategy

B

It feels like it all goes to debt (car payments, student loans, credit cards, etc)

C

I just don't really make enough

D

All of the above

Question 7 of 11

What is your relationship status?

A

Single

B

Engaged

C

Married

D

Divorced

Question 8 of 11

Have you made any other attempts in the past to create financial peace and margin in your life, or is this your first step?

Question 9 of 11

During our free consultation we will discuss income range and debt ratio, but if you feel comfortable you can share a snapshot of your financial picture here. (otherwise just type, "will discuss on call")

Question 10 of 11

How did you hear about Timmy and Meantime Money Coaching?

(Select all that apply)
A

Referred by friend or parent

B

In the meantime Podcast

C

Youtube

D

Facebook

E

Instagram

F

Ramsey Solutions

G

From Timmy

H

An event Timmy spoke at

Question 11 of 11

Any other questions or thoughts you have for me before we schedule your consultation?

Confirm and Submit