Welcome to the Financially Smitten

Pre-Call Questionnaire

Get ready to receive some transformative insights during your Financially Smitten "First Date with Conscious Wealth" consultation call. Many people report an immediate shift in their relationship with money during this one call alone!

Please complete the free Money Makeover Kit prior to completing this pre-call form. Not only will it provide you with some valuable information, it will also give you an initial sense of how I work. And, I am eager to hear about your experience with it.

Please thoughtfully complete the questions below, taking the time to respond from a place of inner authenticity. This will not only help you become clear on your intentions, it will also help me serve you in the highest way during our call.

After completing the form below your questionnaire will be reviewed and you will be sent an email with a link to my online scheduler to set up your complimentary Financially Smitten "First Date with Conscious Wealth" call.

I acknowledge you for taking action to learn more about how Financially Smitten can serve you to move through whatever is getting in the way of your being able to claim your money mojo. I look forward to hearing about YOUR money story.

Please complete the form below as first steps toward scheduling your Financially Smitten "First Date with Conscious Wealth" call. Complete all required fields so that your needs can best be served. (required fields are marked with an asterisk*) Also know that all responses are kept COMPLETELY CONFIDENTIAL.

*Full Name

*Primary Email

*Phone Number (Numbers Only - Please use this format: 0000000000)

*Time Zone

Address 1

Address 2

City

State

Zip Code

Country

*What financial concerns have brought you to the Financially Smitten website?

*How long have you been dealing with these concerns?

*How would you describe your current relationship with money?

*Have you sought help for this prior to visiting the Financially Smitten website? Why or why not?

*If yes, what strategies did you try? Did they work? Why or why not?

*What would your dream relationship with money look and feel like to you?

*On a scale of 1 to 10 with 10 being the most serious, how serious are you about taking the necessary steps to create your dream relationship with money?

*Do you have any financial goals you are currently working towards? If so, what are they and what steps are you taking to achieve them?

* What was your experience with the Money Makeover Kit: the Money Mojo Meter & Meeting Your Inner Money Wisdom Guided Imagery? Please share what insights and/or action steps you took after completing the Kit. What has it been like for you to receive these insights and/or take these action steps?

*What is attracting you to have a Financially Smitten "First Date with Conscious Wealth" consultation call at this time?

*What makes you an ideal client for Financially Smitten coaching?

*So that I may serve you in the highest way, what else is important for me to know about your relationship with money?

*How did you initially find Financially Smitten?

*In what ways have you already connected with Financially Smitten? [Check all that apply]

Flirting with Finance Diaries Newsletter Subscriber Connected to Financially Smitten on Facebook Connected to Financially Smitten on Twitter Subscribe to the Financially Smitten Blog Heard Lora speak at a live event Attended a Financially Smitten workshop Know someone who has been coached by Lora Other (Please Specify)

Other comments or notes you would like to add ...

Thank you for your time in preparing for this powerful call. Be on the look out for an email confirming receipt of your questionnaire. I look forward to connecting with you soon and guiding you on your first step towards kissing your financial heartache goodbye!