Free Consultation

Let’s get to know one another and see if we’re a good fit together. We’ll talk about your goals and what circumstances are keeping you from reaching them.

Fill out this form and I’ll email you within 24 hours to schedule our 60-minute in person (in the greater Lansing, MI area) or Zoom session.

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Your Name

First

Last

Your Email

ex: [email protected]

Your Phone Number

Area Code and Phone Number

Ok to text?

I'd rather you didn't.
If you want to.
This is preferred, at least initially.

Your Date of Birth

Spouse/Partner Name

Legal First and Last Name, "Preferred Name" (if any)

Spouse/Partner Email

ex: [email protected]

Spouse/Partner Phone Number

Spouse/Partner Date of Birth

How Often You Get Paid

Please list multiple income sources below.

Your Approximate Take Home Pay Each Check

How Often Your Spouse/Partner Gets Paid

Please list multiple income sources below.

Spouse/Partner Approximate Take Home Pay Each Check

How Much In Personal Savings

Housing

Approximate House Value

If Owned

Monthly Mortgage or Rent Payment

Approximate Mortgage Balance

Number of Dependents Living With You

Car #1

Year, Make, Model

Car Payment #1

Approximate Owed

Car #2

Year, Make, Model

Car Payment #2

Approximate Owed

Approximate Total Credit Card Debt

Approximate Student Loan Debt

Do you have outstanding loans on your retirement plan?

Do you owe money to friends or family?

Income Taxes

What specific concerns do you want covered during your session?