What is the ONE financial challenge you are facing that you'd like to nail? (select one option)

What is the current problem you're facing with this financial challenge?

What is the one word that describes how you feel about your current problem?

What is the one thing you wouldn't like anyone to know about this financial challenge?

Why is it important for you to nail this?

What has worked for you in the past?

What process/system/strategy do you currently have in place?

What is your dream solution? Be very specific.

Why did you choose this financial challenge above the rest?

Please provide any detail that will help me gain clarity of your current situation.

E.G.

- Salary negotiation - current salary and desired salary

- Pricing - current product suite and prices and desired prices

- Cashflow management

- Buying a property - have you started the process?

- Diversifying your income - what streams do you have in place and how much do you make monthly?

- Saving/investing - how many accounts, who with and how much is in each account?

- Reducing debt - provider, interest rate, balance, and if a loan, how long left to pay?

- Future-proofing - pension, Will, insurance, trust... providers, and amounts