Name
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First Name
Last Name
Email
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Phone
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Please list your general availability below. Diemer Voice Studio is open from 1-8:30pm EST on Monday through Thursday, so my YNAB coaching times will likely take place in the EST mornings or Friday through Sunday.
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Have you tried budgeting before? If so, what tools have you used?
Examples of tools: YNAB, Mint, EveryDollar, Excel or Google Sheets, Pen and Paper, physical envelope system, Quickbooks, other personal finance apps
On a scale of 1-10, how successful were you with budgeting?
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Which of the following, if any, describes your struggles with budgeting in the past?
(Choose all that apply)
If you have a partner, do you have shared finances? Will your partner be participating in coaching with you?
Which of the following best describes your MOST important financial goal right now?
Roughly, what is your monthly take-home pay?
If you have a variable income, feel free to skip or estimate.
What is the estimated total of your typical monthly expenses?
(bills, day-to-day spending, groceries, entertainment, etc.)
Tell me a little bit more about your financial stresses, spending habits, and/or current system(s) and why they are or aren't working.
What is your current familiarity with YNAB?
Tried it before, totally new, etc.
What are you most looking forward to gaining by using YNAB?
Anything else you want me to know?
