Please take a moment to complete the following questionnaire prior to your next meeting.
If you are a couple you can either complete the form together or if you prefer both submit the questionnaire independently.
On a scale of 1 (It was a breeze) to 5 (It stressed me out) what rating would you give to how easy it was to complete your plan?
On a scale of 1 (It was difficult to work out) to 5 (It made complete sense to me) what rating would you give yourself?
Having now put numbers to your plan, what would you consider your immediate financial or personal concerns observations?
Since completing your plan, have you made any immediate changes to how you manage/spend your. money?
Please provide a summary of any immediate changes you have implemented If you answered 'No' to the above question just place N/A in this box.
Please share any other information you would like me to know about before our meeting below. If there is nothing to add simply ignore this question and submit your answers.