CONSULTATION for Debt-Free Strategy Session

This consultation is designed to ensure I have everything I need to effectively coach you, answer your questions, and confirm if TrulyEvolved’s debt session is the right fit for you. By booking this call, you’re already taking an amazing first step toward gaining clarity and confidence in your finances! ✨

What’s Included
Together, we’ll:

• Discuss the service you’re interested in
• Review your completed intake form (sent after booking)
• Go over any additional questions to help me prepare
• Answer your questions about the process
• Outline next steps if we decide to move forward together

If needed, I may also request additional information to better understand your financial picture.

✝️ As TrulyEvolved is a Christian-based business, prayer and biblical financial guidance are available upon request. This will be offered during our meeting. Above all, my desire is to help everyone, regardless of their religious beliefs, move toward financial freedom with encouragement, compassion, and genuine support.

After Booking

• You’ll receive an email confirming your appointment is under review, along with the TrulyEvolved Coaching Agreement, which must be signed and dated before your consultation.
• A second email will include the required intake form. This must be submitted at least 3 business days before your scheduled consultation. You can expect this email within 24 hours of booking your appointment.
• If not completed on time, your session may be declined.
• Once your intake form is submitted and reviewed by me, your session will be officially accepted.

Note: You must have a Google account to complete the intake form.

How to Prepare
The intake form will ask for the following information:

• A few details about your personal life and financial situation to help me better understand your needs
• A list of all your debts. For each debt, include the name of the creditor or lender, current balance, credit limit (if applicable), type of debt (such as credit card, loan, etc.), interest rate, and minimum monthly payment.
• One of the following: (1) your TrulyEvolved budget (if previously purchased and the “Monthly Budget Tracker” tab has been populated), (2) your current personal budget, (3) a list of your monthly net income and expenses, or (4) three recent months of bank statements.

After Your Consultation
Within 24 hours of your session, you’ll receive a follow-up email that includes:

• A recap of key takeaways
• Any additional action items or documents needed
• A link to book your debt session (if I didn’t schedule it for you during the call)
• Helpful links and tools for continued success

Important Notes (MUST READ)

• This consultation is required before booking Debt-Free Strategy Session.
• Participants must be 21 years or older.
• One additional participant may join the consultation call for free (for example, a spouse, partner, or roommate you share finances or a budget with).
• Session length may vary depending on your needs. While I aim to stay within the scheduled time, I’m happy to extend our meeting by 5–10 minutes if needed. Some sessions may also finish earlier if we’ve covered everything important.

Before booking, please review my Cancellation Policy, as fees do apply.

Disclaimer
TrulyEvolved offers financial education and budget coaching. We are not financial advisors, tax professionals, or investment managers. All information shared is for educational purposes only and should not be considered financial advice. Please consult a licensed professional before making major financial decisions.