Financial Intake Worksheet
Hi. I'm Michelle. I first starting working in personal finance in 2014. I was an Army Civilian employee and we had some awesome resources at our disposal. I've adapted this one to help my clients and me determine how to ensure our work together is the most productive. Your time and money is too important for us to flail left and right attempting to narrow in on where you need help. I know filling out forms can be a pain, but this one helps you verbalize your reasons for askin