Discovery

Learn where you are at in your financial journey. Answer the questions below and we will be in touch to help you discovery where your starting point is and how we can work together to get you moving forward.

First name

Last name

What is your current age?

Phone

Preferred Contact Method

How would you like us to connect with you to share your results?

Have you ever thought about and written down what is most important to you? What your long-term dreams are for your life?

Have you ever created a budget for yourself?

Do you currently have a budget?

Are you using and updating your budget each month?

Do you currently have any money in savings?

This is money in a liquid account (i.e. savings, high-yield savings), not investment accounts

If so, how much do you have saved?

Do you currently have any debt?

This is all consumer debt not counting your mortgage (i.e. Credit Cards, Car Loans, Student Loans, Personal Loans)

If so, what is the total amount you have in debt?

Reminder: don't include the mortgage if you have one

Do you currently have any money invested for retirement?

This would include 401k, 403b, Traditional or Roth IRA, HSA, Taxable Brokerage, etc.)

If so, what is the total amount you have invested in all accounts?

Discovery

with Wayfinder Money