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Tell us your details and goals—receive a personalized plan in 48 hours

First Name *

Last Name *

Phone

Email *

Preferred contact

Best time to reach you

Morning

Afternoon

Evening

Weekends

Household status *

Single

Married

Single parent

Other

Dependents

Pay schedule *

Approx. monthly take‑home income *

Approx. fixed monthly bills *

Housing

Emergency fund on hand

Do you use a budget/plan? *

Bill payment style

Autopay set up

Calendar reminders

Pay as I remember

Behind on some bills

Banking

Separate checking & savings

Sinking funds

Cash envelopes

Apps ((YNAB, EveryDollar, etc.)

Giving practice

Tithe regularly

Give occasionally

Plan to start

Prefer not to say

Financial stress (self‑rating) *

BadGood

1 Star = overwhelmed, 5 Star= Peaceful

Any current debt? *

YES

NO

Monthly amount you can save right now

Are you a business owner or side‑hustler?

YES

NO

What do you want to achieve in the next 90 days? *

Why does this matter? How will life improve when you reach it? *

Budget for coaching (monthly)

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Consent checkbox *

By checking this box, I agree to share this information for coaching purposes. I understand Harvest Key does not provide legal, tax, or investment advice.

Coaching agreement acknowledgment : *

Clear

I understand results depend on my participation and decisions.

Date *

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