Money Mastery Application

Felicia Gopaul, CFP® Presents - Money Mastery Discovery Session

While these discovery sessions are offered as a complimentary service, certain information is required to make sure each session is valuable.

To be considered for an upcoming discovery session, please complete the brief application below.

You will be notified within 24 hours regarding the status of your application.

Please apply below. Spots are extremely limited, offered by application exclusively on a first come first served basis.

Fill Out this Form Before Your Discovery Session

This information gives me a more holistic view of you. I am not trying to pry. I genuinely want to serve you and need to get a sense of who you are, your finances, and background. Trust me, these factors play a HUGE role helping you gain peace, confidence and ultimately, financial independence with your finances.

First Name

Last Name

Personal Number

Gender

What IMMEDIATE problem are you looking to solve by investing your time with Felicia? What's causing the most pain, frustration and stress?

Tell me about the most recent time you went through some mess that impacted your finances. (ex. job loss, divorce, lent money, co-signed for someone, etc.) What did you decide about money and your ability to handle it? *

On a scale of 1 to 10, how important is solving your problem?

Where would you like to be in your finances in 6 -12 months? *

Are you currently investing in improving your money situation?

Are you willing to invest your time to improve your money situation?

If all your money challenges were solved, how would your life, relationships and finances be different?

What do you want to be acknowledge for doing "right" already with your finances?