Financial Wellness for Couples

Welcome to Amor Wellness Group! Please complete the form in full so we can get a clear picture of your financial habits and provide the most helpful consultation possible. Your answers are safe, secure, and used solely to personalize your experience.

Tell us about you and your partner.

First Name *

Last Name *

Email *

Phone *

Location

Budget & Behavior 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 does financial success look like for you over the next 1 year, 5 years, and 10 years? *

Are there any financial habits, concerns, or obligations that feel difficult to discuss openly? *

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? *

Budget & Behavior Assessment (continued)

How did each of you experience money growing up? *

Are there any external factors that impact your financial well-being? (Select all that apply) *

What does financial wellness mean to you as a couple? *

What would “feeling at peace financially” look like in your relationship? *

How often do you intentionally check in on your finances as a couple? *

I have read and agree to the Terms and Conditions and Privacy Policy.
I consent to Amor Wellness Group collecting and using the information I provide for the purpose of responding to my inquiry, application, or participation in services, in accordance with the Privacy Policy.
I understand that submitting this form does not guarantee acceptance, participation, partnership, coaching services, referrals, employment, or wellness connections of any sort.
I certify that the information I have provided is accurate and complete to the best of my knowledge.
By submitting this form, I acknowledge that my electronic submission constitutes my agreement to these terms.

I accept the Terms and Conditions