1-1 Evolving Wealth Pathway Application Step 1 of 3 33% Name(Required) First Last Email(Required) How did you hear about Evolving Money?(Required) YouTube Other Social Media Platform Referral/Word of Mouth Online Search Other Your Financial PictureWho are you budgeting for?(Required) Just me Me + Partner (combined finances) Me + Partner (separate finances) Both my partner and I will be involved in this program I’m budgeting for children at home I’m supporting children in college or young adults What state or country do you live in?(Required)Tell me a bit about your financial situation, your goals, and what you'd like to get out of coaching.(Required)What are the biggest financial pain points you’re hoping to solve?(Required) Spending without clarity or control Inconsistent or fluctuating income Debt payoff and saving at the same time Organizing multiple accounts or income streams Organizing mixed personal and business finances Aligning finances with a partner Creating or improving a budgeting system Something else Please elaborate:(Required)Income + Debt SnapshotHow do you earn income?(Required) W-2 employee Self-employed (paying myself a regular paycheck) Self-employed (fluctuating income) Commissions or bonuses Side hustle income Retirement distributions, social security, or pension Other Please explain(Required)What is your average monthly take-home income (after taxes)?(Required)What kind of debt do you currently have?(Required) Credit cards Car loan Federal student loans Private student loans Mortgage HELOC or home equity loan Medical debt Personal loans Debt in collections Loans from family or friends No debt Systems + PreferencesAre you currently using a budgeting app or system?(Required) Yes, I use Monarch Money Yes, I use YNAB Yes, another app No, not currently I’ve tried, but nothing’s stuck Have you worked with a financial coach before?(Required) Yes No This program does not include investment advice, tax filing or planning, or business bookkeeping.(Required) I understand and that’s okay with me.Optional, but helpful: Why now? Why is this the right time for you to invest in coaching and get support with your finances?
