RSK coaches play a transformational role in guiding families toward financial clarity and peace.

The questions below help us assess alignment and fit.

Personal Information

Address

Marital Status

Married Divorced Widowed Never Married

Professional Background

Training & Experience

Do you have any financial or coaching training? Please describe in detail.

Do you follow any particular financial expert, podcast, or program? Please describe.

Coaching Fit & Philosophy

What would you like to accomplish by being a financial coach?

What types of couples would you like to work with?

What are a few important financial principles you would share with someone asking you for financial advice?

Personal Financial Practices

Do you live with a personal budget or general personal financial plan?

Are you seeking a financial coaching position to complement a current coaching or other financial practice?

Do you currently have credit card debt?

Do you own your own home?

Do you own any real estate investment property?

Do you have other types of investments (stocks, mutual funds, etc.)?

Do you currently save toward retirement?

What is your general opinion about using credit cards?

Logistics

Are you familiar with Google Sheets?

Do you have access to email, Zoom, and reliable internet?

References

Please provide 2 references.

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References End