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1:1 Coaching Application Form

At Wealth Para Todos, our mission is to empower progressive BIPOC, women, and LGBTQ+ individuals to create a financial plan that supports early retirement while embracing the deepest levels of self-care. Our 1:1 Coaching Program is a transformative 3-month journey designed to help clients unlearn limiting money beliefs and habits that hinder wealth-building. The goal? Max out an IRA for you and a loved one by setting up systems that make building financial security joyful. If you're ready to take the next step, fill out the application below to join our 1:1 coaching program.

First Name

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(1) How did you hear about Wealth Para Todos Coaching Services?

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(3) What are you looking for in a money & self-care coach?

{name}

(4) What does it mean for you to be financially secure?

{name}

(5) What is the one thing interferring with increasing your financial security?

{name}

(6) How true are the the following statement for you: "I prioritize engaging in daily self-care."

Score on a scale of 1-10 where 1 not not true and 10 is extremely true

(7) How true are the the following statement for you: "I have strategies to reflect on my money beliefs so my thoughts don’t interfere with my wealth building goals."

Score on a scale of 1-10 where 1 not not true and 10 is extremely true

(8) How true is the the following statement for you: "I know the following numbers: monthly expenses, money I have in savings, current debt, total money I have invested in assets, how much I need to invest annually to retire when I want to."

Score on a scale of 1-10 where 1 not not true and 10 is extremely true

(9) How true are the the following statements for you: "I feel confident in my financial literacy when it comes to the following topics: budgeting, credit scores, accounts for savings, leveraging debt, and investing in the stock market."

Score on a scale of 1-10 where 1 not not true and 10 is extremely true

(10) How true are the the following statements for you: "I have plans to increase my income by at least $10,000 in the next 12 months."

Score on a scale of 1-10 where 1 not not true and 10 is extremely true

(11) What are your biggest financial challenges right now?

Check all that apply

(12) Complete this sentence, “Spending $4,111 to work 1:1 with Soledad would be the best money decision if after 12 months, I have accomplished ________.”

{name}

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