Financial Snapshot
Personal Information:
No Aliases please
No Aliases please
(If applicable)
(If applicable)
Your Primary Email Address
(If Applicable)
Your Mobile Number or Landline
(If Applicable)
Country
- Afghanistan
- Albania
- Algeria
- American Samoa
- Andorra
- Angola
- Anguilla
- Antarctica
- Antigua and Barbuda
- Argentina
- Armenia
- Aruba
- Australia
- Austria
- Azerbaijan
- Bahamas
- Bahrain
- Bangladesh
- Barbados
- Belarus
- Belgium
- Belize
- Benin
- Bermuda
- Bhutan
- Bolivia
- Bosnia and Herzegovina
- Botswana
- Bouvet Island
- Brazil
- British Indian Ocean Territory
- Brunei Darussalam
- Bulgaria
- Burkina Faso
- Burundi
- Cambodia
- Cameroon
- Canada
- Cape Verde
- Cayman Islands
- Central African Republic
- Chad
- Chile
- China
- Christmas Island
- Cocos (Keeling) Islands
- Colombia
- Comoros
- Congo
- Congo, The Democratic Republic of the
- Cook Islands
- Costa Rica
- Cote D"Ivoire
- Croatia
- Cuba
- Cyprus
- Czech Republic
- Denmark
- Djibouti
- Dominica
- Dominican Republic
- Ecuador
- Egypt
- El Salvador
- Equatorial Guinea
- Eritrea
- Estonia
- Ethiopia
- Falkland Islands (Malvinas)
- Faroe Islands
- Fiji
- Finland
- France
- French Guiana
- French Polynesia
- French Southern Territories
- Gabon
- Gambia
- Georgia
- Germany
- Ghana
- Gibraltar
- Greece
- Greenland
- Grenada
- Guadeloupe
- Guam
- Guatemala
- Guernsey
- Guinea
- Guinea-Bissau
- Guyana
- Haiti
- Heard Island and Mcdonald Islands
- Holy See (Vatican City State)
- Honduras
- Hong Kong
- Hungary
- Iceland
- India
- Indonesia
- Iran, Islamic Republic Of
- Iraq
- Ireland
- Isle of Man
- Israel
- Italy
- Jamaica
- Japan
- Jersey
- Jordan
- Kazakhstan
- Kenya
- Kiribati
- Korea, Democratic People"S Republic
- Korea, Republic of
- Kuwait
- Kyrgyzstan
- Land Islands
- Lao People"S Democratic Republic
- Latvia
- Lebanon
- Lesotho
- Liberia
- Libyan Arab Jamahiriya
- Liechtenstein
- Lithuania
- Luxembourg
- Macao
- Macedonia, The Former Yugoslav Republic of
- Madagascar
- Malawi
- Malaysia
- Maldives
- Mali
- Malta
- Marshall Islands
- Martinique
- Mauritania
- Mauritius
- Mayotte
- Mexico
- Micronesia, Federated States of
- Moldova, Republic of
- Monaco
- Mongolia
- Montenegro
- Montserrat
- Morocco
- Mozambique
- Myanmar
- Namibia
- Nauru
- Nepal
- Netherlands
- Netherlands Antilles
- New Caledonia
- New Zealand
- Nicaragua
- Niger
- Nigeria
- Niue
- Norfolk Island
- Northern Mariana Islands
- Norway
- Oman
- Pakistan
- Palau
- Palestinian Territory, Occupied
- Panama
- Papua New Guinea
- Paraguay
- Peru
- Philippines
- Pitcairn
- Poland
- Portugal
- Puerto Rico
- Qatar
- Reunion
- Romania
- Russian Federation
- Rwanda
- Saint Helena
- Saint Kitts and Nevis
- Saint Lucia
- Saint Pierre and Miquelon
- Saint Vincent and the Grenadines
- Samoa
- San Marino
- Sao Tome and Principe
- Saudi Arabia
- Senegal
- Serbia
- Seychelles
- Sierra Leone
- Singapore
- Slovakia
- Slovenia
- Solomon Islands
- Somalia
- South Africa
- South Georgia and the South Sandwich Islands
- Spain
- Sri Lanka
- Sudan
- Suriname
- Svalbard and Jan Mayen
- Swaziland
- Sweden
- Switzerland
- Syrian Arab Republic
- Taiwan
- Tajikistan
- Tanzania, United Republic of
- Thailand
- Timor-Leste
- Togo
- Tokelau
- Tonga
- Trinidad and Tobago
- Tunisia
- Turkey
- Turkmenistan
- Turks and Caicos Islands
- Tuvalu
- Uganda
- UK
- Ukraine
- United Arab Emirates
- United States
- United States Minor Outlying Islands
- Uruguay
- Uzbekistan
- Vanuatu
- Venezuela
- Viet Nam
- Virgin Islands, British
- Virgin Islands, U.S.
- Wallis and Futuna
- Western Sahara
- Yemen
- Zambia
- Zimbabwe
- No elements found. Consider changing the search query.
- List is empty.
How did you hear about us? *
- Ramsey
- Social Media
- Word of Mouth
- Other
- No elements found. Consider changing the search query.
- List is empty.
Give me some encouraging feedback!
Have you been through FPU?*
- I'm currently in Financial Peace University
- I've graduated from Financial Peace University
- I currently lead Financial Peace University Classes
- I've never been through Financial Peace University
- What's Financial Peace University?
- No elements found. Consider changing the search query.
- List is empty.
Relationship Status: *
- Married
- Single
- Engaged
- Separated
- Divorced
- Widowed
- Standing
- No elements found. Consider changing the search query.
- List is empty.
Tell us if you had stability or instability while you were a child concerning money.
Income:
What do you do for work?
(If Applicable)
How much do you contribute to your Emergency Fund each month?
How many children or people depend on you in your home?
Is your income sporatic? *
- No
- Yes
- Very Much So
- Yes, but with little variance
- No elements found. Consider changing the search query.
- List is empty.
Cash Flow Plan?*
- What's a budget?
- Once in a while
- Yes and sometimes before the month starts
- Mostly before the month starts
- Always before the month starts
- Always & we have a budget meeting
- Always, with budget meeting & 1 check in
- Always, with budget meeting & 2 check-ins
- Always, with budget meeting & weekly check-ins
- Always & Always hold each other accountable
- No elements found. Consider changing the search query.
- List is empty.
How much does your Home make per month?
Savings
Saving for Retirement? *
- Yes, with my employee funded 401k
- Yes, with an IRA
- Yes, but with another type
- No
- No elements found. Consider changing the search query.
- List is empty.
How much are you contributing to Retirememnt Savings each month?
Emergency Fund? *
- Yes, a $1,000 Starter Emergency Fund
- Yes, a Fully Funded 3-6 Month Emergency Fund
- Working on that Starter Emergency Fund
- Working on that Fully Funded Emergency Fund
- No elements found. Consider changing the search query.
- List is empty.
How much in total is in your Savings?
How much is in your Retirement Balance?
Housing:
Do you rent or own? *
- Own
- Rent
- Neither
- Other
- No elements found. Consider changing the search query.
- List is empty.
Are you current? *
- Yes
- No
- Not Applicable
- No elements found. Consider changing the search query.
- List is empty.
What is your total monthly housing payment?
Consumer Debt:
Vehicle Loans? *
- Yes
- No
- Other
- No elements found. Consider changing the search query.
- List is empty.
Total Monthly Vehicle Payment?
List all total balances due:*
- Credit Cards
- Student Loans
- Taxes
- None 😎
- Other (Please Specify Below)
- No elements found. Consider changing the search query.
- List is empty.
Please list all of your debts and their amounts
Tell me about your above selection
Coaching Session:
What primary topics should we discuss during your Coaching Session?
How should we meet?*
- Video Call
- Phone Call
- In Person
- No elements found. Consider changing the search query.
- List is empty.
Be Transformed by the Renewing of Your Mind
By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.
By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.