BEGIN YOUR MONEY SYSTEMS SNAPSHOT

complete this assessment before we can schedule your complimentary review

First Name *

Last Name *

Email *

Phone *

Age range *

30–34

35–44

45–54

55+

Household income (before taxes) *

Under $100K

$100K–$150K

$150K–$250K

$250K+

Primary income source *

Corporate / professional role

Business owner

Combination

Other

Accessible savings (cash you could use within 30 days): *

Less than 1 month of expenses

1–3 months

3–6 months

More than 6 months

Do you feel confident your savings could cover a major disruption? *

Yes

Somewhat

No

Which investment vehicles do you currently have? (Select all that apply) *

If you needed capital for an opportunity, where would it come from? *

Savings

Borrowing

Retirement account

Not sure / no clear source

Monthly debt payments feel: *

Comfortable

Manageable but heavy

Constraining or restrictive

Do you expect to still be paying debt 10 years from now? *

Yes

Unsure

No

How aligned do your finances feel with your faith and values? *

Very aligned

Somewhat aligned

Not aligned

What’s your biggest concern or challenge with your current finances? *

What are you most open to right now? *

Understanding why our system feels fragile

Repositioning money we already earn

Reducing dependence on debt

Building long-term financial structure

Exploring a different approach to stewardship

How would you describe your current relationship with money?(Pick the one that sounds most like you) *

I try not to think about it; it just stresses me out

I’m doing my best, but things still feel out of control

I make good money, but I’m still not where I want to be

I’ve made some progress, but I know I need a better plan

I feel pretty good about it and just want to grow from here

Have you tried anything in the past to deal with your finances?

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