Financial Wellness & Planning

Welcome to Amor Wellness Group! This form helps us understand your current financial habits, goals, and priorities so we can provide guidance, tools, and strategies for budgeting, forecasting, and long-term financial well-being. Your answers are safe, secure, and used solely to personalize your experience.

~ May your journey with us be filled with clarity, confidence, and the tools to build lasting financial freedom and well-being.

Your Profile

First Name *

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Last Name *

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Budget & Behavior Self Assessment

Do you know where every dollar goes each month, or are you estimating? *

If your income or expenses were to change unexpectedly, how prepared do you feel to adjust? *

What sources have most influenced your financial decisions so far? *

Do you know how much your money habits are costing you each year in stress or missed opportunities? *

How far ahead do you currently feel comfortable planning your money? *

If your current money habits don't change, what will your life look like in 5 years? *

What expenses are non-negotiable in your budget, and why? *

If you could start over, which financial habits would you keep and which would you change? *

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