Free 30-Minute Personal Finance Consultation With Judy

Congratulations and Welcome to my
FREE Finance Consultation!

This is not always an easy step to take…
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For many, it takes a lot of courage.
For others it’s about marshaling the energy to follow through.

By taking this first step with my free finance consultation, you are acknowledging that you have hope that you can organize your financial world and bring it back under your own control. 

And for taking this step, I offer you a Free 30-minute phone session. Let’s get acquainted with each other, and begin exploring your current financial situation with confidence, and in full confidentiality.

We can use this time to discover whether you and I are a good fit for moving forward with personal coaching sessions. I can let you know more about your coaching options ranging from Free to Fee—based, and we’ll find out whether you’re a good fit for one of my pre-designed packages or if a custom-designed coaching approach may better suit your needs and your budget.

There are so many reasons a budget will benefit you. See what Investopedia has to say.

“Let’s discuss your situation with
confidence and confidentiality.”   — Judy

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Fill Out The Form below for the free 30 minute finance consultation.

Please Note: After you send your message, I will contact you via email so we can agree upon a time that fits both our schedules. And you’ll be added to our newsletter list to keep you in the loop for new offers along the way.

Set Up Your Free 30-Minute Consultation.
Fill out the form below and Judy will contact you.

Name *

First

Last Name *

Last

Email *

Preferred Contact

Contact me by phone

Contact me via Skype

Skype would be the best choice if you are located outside of the US.

Phone

If you prefer first contact via phone, please include your phone number above and your preferred date and time (and time zone) below.

Skype #

If you prefer your consultation to be over Skype, or other live platform (like Zoom, Messenger, Join.me), please include your Skype number or contact link.

Your Preferred Date

Judy may contact you first via email to work out and confirm a more suitable date for both parties.

Your Preferred Time (in your time zone)

8-11am

11-3pm

3-6pm

You may choose several different times. Judy will try to meet your requested time, but may contact you first via email to work out and confirm a more suitable time for both parties.

Your Time Zone *

Please include your time zone. (required)

Topic Of Discussion (choose all that apply)

I’m just starting and wondering how best to begin a budget plan.

I’ve done budgets before, yet something is still missing.

I’ve done budgets before and realize I/we need more Accountability to stay on track.

Money issues are like landmines for me/us, so the topic is avoided, but we really need to get a better handle on our money.

I’m dealing with a lot of shame and embarrassment over not having a better handle over money.

We are pre-retirement and realize it’s time to get more focused on our spending plan.

You may choose several subject lines if they apply to your current situation. And you can add your own 'Topic Of Discussion' in the field below.

Your Own Topic Of Discussion

This entry can be in addition to what you've chosen above...

Your Message To Judy *

Tell me a little about what you hope to accomplish through budget coaching, your current frustrations and concerns about your financial situation or whatever else you think would be helpful going into our discussion.

If you're currently using or have used some financial app or software, list what those are.

Do You Already Own The Budget Kit?

Yes, The Book and the Worksheets

Yes, The Book Only

Yes, The Worksheets Only

No, I Do Not Yet Own The Budget Kit

When you sign on for any coaching package with Judy, you'll receive (as needed) a free copy of the Budget Kit eBook and Worksheets.

How did you hear about Judy and MoneyTracker.com? If by search, what search term did you use?

e.g. Google, Bing, Amazon, Search results, Spoke with Judy before, Word of mouth or other.

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