CFEE Guidebook

35 BUILDING FINANCIAL CAPABILITY THROUGH FINANCIAL COACHING APPENDIX 2 FINANCIAL COACHING ASSESSMENT FORM This is a sample format for the type of information to be discussed with the student during the initial meeting. This form provides the coach with a process for collecting background information and helps the participant to start thinking about information needed for a budget and other financial goals. All information will be kept strictly confidential. Participant Name _______________________________________________________ Student ID #_____________________________ Address ___________________________________________City____________________________________ State _____ Zip ____________ Phone (mobile) __________________________________(home) __________________________________ Email _______________________________________________________________ Date of Birth __________________________________ Intended Major __________________________________________________________ Expected Graduation Date ____________ Expected Degree to Be Earned ■ Associate (A.S.) or ■ Associate in Applied Science (A.A.S.) Get-to-know-you questions to get started. Coach can discuss some or all of the following questions, as appropriate. 1. What was it that attracted you to the financial coaching program? ______________________________________ ___________________________________________________________________________________________________________________________ 2. What would you say is your main financial issue or your primary financial goal? ____________________ ___________________________________________________________________________________________________________________________ 3. What is your main career interest? ____________________________________________________________________________ ___________________________________________________________________________________________________________________________