FINANCIAL WELLNESS SURVEY
Welcome to the Financial Wellness Survey!
The purpose of this survey is to help you to become more aware of your financial habits. As you know, cultivating good habits is necessary in all areas of life. Our financial habits will either support or undermine our financial wellness goals.
As you complete this survey, I encourage you to take your time and be thoughtful. This exercise will likely expose some blindspots, gaps and attitudes that could be hindering your financial progress. Once completed, you can begin the process of making adjustments to your mindset and beliefs and ultimately, your behavior, habits and choices.
If you determine that you need assistance, accountability or a plan to accelerate your progress as you seek to improve your financial wellness, feel free to request a free consultation below.
“Leslie brings years of experience in a way that reflects her knowledge and compassion. She convinced me to step beyond my comfort zone and toward financial freedom. In six months, I have made significant progress and look forward to Leslie’s continued support. My only wish—that I would have availed myself of her services sooner.”
- Rashaad