Name

Email Address

What are your main sources of income?

What are your fixed monthly expenses? (rent, utilities, etc.)

What are your variable monthly expenses? (groceries, entertainment, etc.)

Do you have any outstanding debts or loans?

How much do you spend on business supplies or materials each month?

Do you have any irregular expenses (annual subscriptions, insurance, etc.)?

What are your financial goals for the next year?

Do you have any savings or emergency funds?

Are there any upcoming big expenses or investments?

How do you currently track your income and expenses?