Financial Coaching Athens GA | Debt & Budget Solutions

Andrews Financial Wellness

Welcome to Andrews Financial Wellness!

This form is designed to help me better understand your current financial situation and goals. Whether you're looking to build an emergency fund, get out of debt, create a budget, or simply gain control of your money — this is the first step.

Your responses are 100% confidential and will guide our conversation during your coaching session. Be honest and take your time. The more I know, the better I can serve you.

Let’s take control of your money — so your money doesn’t control you.

Name*

Email Address*

How would you describe your current financial situation? (Check one)*

Struggling to make ends meet

Living paycheck to paycheck

Comfortable but not saving enough

Financially stable with savings and investments

Do you currently follow a budget? *

How much do you have saved in an emergency fund?*

What is your biggest financial concern right now?*

Do you have any outstanding debt? (Check all that apply)*

What are your biggest challenges with managing money?*

Long-Term Financial Goals (3+ Years)*