There are no right answers here — just an invitation to reflect. The more you share, the more useful our time together will be.
We'd rather start from somewhere. When you take a few minutes to think through these questions, our conversation can begin at a different level — one where we're already talking about what actually matters to you.
This isn't a form to complete. It's a chance to think. Take as long, or as little, as you'd like.
It might be something specific — a decision you're facing, a number that concerns you — or something more general, like a sense that things need to be more organized, or that you're not sure if you're on track. Anything is fair to name here.
Not a number — a feeling. What would it mean to feel financially secure? What would be different about your life?
And what hasn't? This helps us understand what kind of partnership would actually be useful to you — and what to avoid repeating.
It might be a question answered, a decision made clearer, or just a sense that you're in the right place. What would make our time together feel worthwhile?
Don't worry if you don't have everything — we can always gather what's missing later.
There's no need to submit this or send it anywhere. It's for you. We'll pick up the conversation when we meet — and the thinking you've done here will already be in the room with us.
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