Financial Intake Form

Financial Intake Form

Fill in what applies to you — leave anything blank you're not sure about. We'll go over the rest together at your consultation.

Import from meeting transcript

Paste your session transcript, or upload a .txt file, then click Extract. Claude will pull out what it can and fill in the fields below — always review before saving.

Personal info

So we know who we're talking to.

Financial overview

Monthly cash flow — used to see what's left after fixed obligations.

Nothing is sent anywhere — this builds a summary you can copy, print, or save.

Your summary

Review this before your consultation. Copy it into an email, print it, or save it as a text file.