Welcome to the Healthy Habits Survey! As you know, cultivating good habits is necessary in all areas of life. Our financial habits will either support our financial wellness goals or undermine them.
This exercise will assist you in identifying the habits that are not serving you well so that you can begin the process of making adjustments to your mindset and ultimately, your behaviors. Having access to your survey results will enable me to more effectively coach you toward your financial wellness goals.
In preparation for our coaching session, please complete the survey below. If you are married, each spouse will need to complete a survey. It’s important that you complete it at least two business days before our next coaching appointment. I look forward to working with you and for you.
