Financial Sweet Spot Application

Okay, so this is the part of the process where you tell me all about what's going on with you and your money. Please take your time to really consider your responses to each question, and provide as much detail and information as you can. The more thorough you are, the better I'll be able to determine how I can help you discover that place where your money strengths, money style + money personality meet for the best results. I'm looking forward to connecting with you!

  • Or, the goal that money impacts...
  • Next steps...

    Once you click, "Submit Application," you will receive a copy of your responses. Be sure to check your inbox (or spam folder). You'll also get a separate follow-up email regarding next steps.

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