Pre-Call Intake Form | 7 Picos Finance

Thank you for booking your free 30-minute Financial Clarity Call. Please complete this form before your call so we can make the most of our time together. Your answers are completely confidential and will only be used to prepare for your session.

SECTION 1 - YOUR INFORMATION

FULL NAME

EMAIL ADDRESS

PHONE NUMBER

OCCUPATION/PROFESSION

If referral or Other, Please specify:

Other: Please describe in your own words

SECTION 2 - YOUR FINANCIAL SITUATION

3. Do you currently have a budget?

Yes, and it's working well

Yes, but I don't stick to it

I've tried but it never works for me

No, I've never had one

5. Are you currently investing? (Check all that apply)

6. Do you have an emergency fund?

Yes - 3+ months of expenses

Partial - less than 3 months

A small amount (under $1,000)

No emergency fund

How would you rate your overall financial stress level right now?

1 = No stress at all 10 = Extremely stressed

8. What do you most want to accomplish in the next 90 days financially?

Your 90-day goal:

SECTION 3 - YOUR GOALS & VISION

9. If your financial situation were completely transformed one year from now, what would that look like for you?

YOUR 12-MONTH VISION:

10. What has held you back from addressing your finances before now?

BE AS HONEST AS YOU CAN:

How important is it to you to get your finances under control?

1 = Not a priority right now 10 = The most important thing

SECTION 4 - COACHING READINESS

12. Have you ever worked with a financial coach or advisor before?

Yes - with a financial coach

Yes - with a financial advisor

No, this would be my first time

I've tried self-guided programs/courses

IF YES, WHAT WAS THAT EXPERIENCE LIKE?

13. What would make this coaching experience successful to you?

WHAT DOES SUCCESS LOOK LIKE FOR YOU PERSONALLY?

14. Is there anything else you'd like Roberto to know before the call?

ANYTHING AT ALL - THE MORE CONTEXT, THE MORE HELPFUL YOUR CALL WILL BE: