This is where you tell me how you're currently managing your money, list expenses. What's your lifestyle? How often do you go out to eat, get coffee, fun activities, etc. I want you to be as honest as you can, this will help me to get to know you better, and how you like to live. List your goals, what you hope to gain, specific questions and concerns you have, what your ultimate goal is, what you would like to accomplish with your financial coach, and list 3 of your values; as I don't want you to do anything that's going to take away from your values.