Budget Coaching* Application

I am starting a budget coaching service beginning in January 2020, and you may fill out the following application to be considered for one of the two slots. I will only be taking on two couples/individuals for this first year to make sure I have enough time to devote to your success. It is a two year commitment, with the first year being very hands-on, and the second year will be more advisory with help as needed. The great thing about this program is you will not pay me anything during your first year. During your second year, each month, you will pay me half of whatever you end up saving prior to the start of the program. I intend to help you, but if I don't, you won't pay me anything. I do consider my time and this service to be valuable, though, so this application will be taken seriously, and it must be submitted prior to November 10th to be eligible. Personal interviews will occur during November/December to decide which applicants will be chosen to participate, and I look forward to working with you. Please e-mail me at rambr@mail.com with any questions.

Your name: Partner's Name (if applicable):
Age: Partner's Age (if applicable):
Your job: Partner's job (if applicable):
Your estimated annual salary: Partner's estimated annual salary (if applicable):
E-Mail:
Phone:
Briefly describe your financial history:
What are your top five financial goals?:
What has kept you from achieving these goals?:
What are you hoping to get from this program?:
If you are selected for this program, you must commit to two full years of budgetary effort, one with my help and the second mostly on your own.
Are you willing to fully commit to this program and improve your financial well-being?: Yes No
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*Please note this is for budget coaching only. I am not a licensed financial planner and cannot legally provide specific advice regarding the buying or selling of certain investments like stocks, bonds, or mutual funds. I have simply accrued a lot of valuable information about basic budgeting over the years and would like to help others improve their skills in this area.

Copyright Brett Ramsey 2019-
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