Almost ready for
Meeting 1.
You've already done the most meaningful part of the discovery work. There are just two things left to complete before we meet.
Your Discovery Work
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Monarch Money connected
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Vision board created and sent
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Values sort completed and submitted
→
Money Habitudes assessment
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Financial snapshot form
1
Step 1 — Do First
Take the Money Habitudes Assessment
A short, engaging questionnaire — about 10 minutes — that helps you understand what motivates and reinforces your money behaviors. There are no right or wrong answers, and the insights are genuinely eye-opening. We'll explore your results together in Meeting 1.
Take the Assessment →You'll receive your results right away — take a few minutes to read them before we meet.
2
Step 2 — Complete This Week
Submit Your Financial Snapshot
Monarch Money has your spending covered. This short form fills in the few things it can't see — your income, employer benefits, debt balances, and savings. About 10 minutes.
Complete My Financial Snapshot →