Free Class Intake Form – Financial Education They Should Have Taught Us In School

Free Class & Financial Analysis Form

Let’s make the most of your free class! Answer the following questions so I can get a clearer understanding of your current circumstances and goals. It’ll also allow me to provide you with a free financial analysis ($250 value, but because you’re an action taker, I’ve got you covered 🙂

Don’t worry, I won’t be sharing this information with anyone and this is a judge-free shame-free space. I’ve seen it all. Where you are is just where you are. Being open and transparent will allow me to offer you the best help & resources. Please also provide the most accurate information possible for the most accurate financial analysis.

Name *

Email *

Instagram Handle (if you have one)

What state do you currently reside in?

What is your monthly income AFTER taxes and deductions? *

What are your monthly recurring expenses, EXCLUDING debt & mortgage payments? *

Do you have a mortgage *

What is the total of your non-mortgage debts? *

What is the average interest rate of your non-mortgage debts?

What is the total monthly payments of your non-mortgage debts? *

What is your current credit score? *

Collections? *

Do you have savings? *

What would you do if someone gave you $100,000

What is your most immediate financial goal?

Is there anything you think would be helpful for me to know before our class?

Marketing Permission *

Agree

By checking this box you agree to allow Sione & Alana Uyema will use the information you provide on this form to be in touch with you, providing updates, emails, newsletters, giveaways and marketing. We will treat your information with respect. For more information about our privacy practices, please visit our website. By clicking below, you agree that we may process your information in accordance with these terms.