Holistic Financial Coaching
This form will help me gain an understanding of where you are with your money health!
**This information will not be shared and only used privately in the re-design of the Yoga of Money; a course that bridges practical money tools and education with deeper level healing and abundance practices.
Describe to me what your biggest challenge(s) are around money.
ex. I don't know where my money goes, I need to increase my income, I feel constant worry or stress, I don't manage money well (please elaborate as much as you can)
When it comes to money I feel:
Extremely stressed and fearful
Confident but would like to improve
My level of education around money is:
Limited at best, I don't feel well versed
I have a little working knowledge but can't seem to improve
I know quite a bit but I still don't feel like I am moving forward at the pace I'd like to be
Please describe your attitude/beliefs in regards to money/wealth (get as detailed as you feel comfortable!)
Have you taken any money/wealth courses before or self-study (books/online courses)? Please list with details with what you liked or didn't like
I feel stressed or negative about money:
Very often, if not constantly
Only in certain instances (in crisis or when large payments are due)
When I look at my bank account or pay bills
When I need to collect payment for my services
Have you ever worked with a financial advisor? What did you like or not like about the process.
What overall experience (education, support, tools or practice) would you be hoping to walk away with from a Holistic Money Course?
Do you need specific sales training? Please give details on this!
What would it be worth to you to feel relief and ease in your finances? Please take a moment to think about "worth" in terms of you life, relationship, health and cost:
Please indicate if you would like to set up a session to discuss further (discovery sessions are free)
If so, are there others areas you'd like to cover on our call?
Health, relationships, career? I'm happy to make space for all areas of your life you wish to discuss! I've found it's all connected.
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