(a) Have you set financial goals for your family? (b) Are you on target to meet those goals?

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* 1. (a) Have you set financial goals for your family? (b) Are you on target to meet those goals?

Do your young children/teenagers understand budgeting and managing
money

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* 2. Do your young children/teenagers understand budgeting and managing
money

Are you interested in learning more about credit management,
estate planning, and wealth-building strategies?

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* 3. Are you interested in learning more about credit management,
estate planning, and wealth-building strategies?

(a) Are you interested in starting a business or accessing money to expand your business? (b) Are you aware of the tax requirements for managing your business?

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* 4. (a) Are you interested in starting a business or accessing money to expand your business? (b) Are you aware of the tax requirements for managing your business?

Would you be open to working alongside a financial coach that could advise you in meeting your financial goals?

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* 5. Would you be open to working alongside a financial coach that could advise you in meeting your financial goals?

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