Financial Coaching - Initial Questionnaire

Please fill in this survey with as much detail as you can.

Name *

Company (if applicable)

City / Town *

Marital Status

Name of Partner

Ages of children

Occupation (You)

Salary, self employed profits or benefits (You)

Occupation (Partner)

Salary, self employed profits or benefits (Partner)

Do you have joint or separate finances?

Do you use online banking?

How many bank accounts do you have?

How much time do you spend on your finances each month? *

Do you have a pension? *

Do you have a will? *