LHI Concierge

1. Address

Name *

Company

Address

Address 2

City / Town

State / Province AL AlabamaAK AlaskaAZ ArizonaAR ArkansasCA CaliforniaCO ColoradoCT ConnecticutDE DelawareDC District of ColumbiaFL FloridaGA GeorgiaHI HawaiiID IdahoIL IllinoisIN IndianaIA IowaKS KansasKY KentuckyLA LouisianaME MaineMD MarylandMA MassachusettsMI MichiganMN MinnesotaMS MississippiMO MissouriMT MontanaNE NebraskaNV NevadaNH New HampshireNJ New JerseyNM New MexicoNY New YorkNC North CarolinaND North DakotaOH OhioOK OklahomaOR OregonPA PennsylvaniaRI Rhode IslandSC South CarolinaSD South DakotaTN TennesseeTX TexasUT UtahVT VermontVA VirginiaWA WashingtonWV West VirginiaWI WisconsinWY Wyoming

Zip / Postal Code

County

Email *

Phone

2. Please describe the issues or challenges you are currently having with your finances:

3. In your assessment, what do you think you are doing incorrectly w/ regards to these challenges?

4. Please explain the action steps you have previously taken to correct this issue:

5. What areas would you say you need assistance with the most? Money Mindset MasterySpending PlanDebt EliminationBusiness StrategiesWealth AccumulationFinancial CoachingRetirement PlanningEstate PlanningInvesting

6. In your opinion, how do you think LaShawne Holland can assist you?

7. What stage of financial development are you in? Beginner's Stage (frustrated, in debt, more month than money, lack of financial clarity, low financial IQ)Intermediate Stage (Higher income earner, managing debt, desire to increase cash flow options)Advanced Stage (High net worth income earner seeking wealth preservation and leveraging strategies)

8. Why or how does this stage describe you?

9. What have you been able to implement?

10. Have you previously worked with a Financial Coach? YesNo