One-on-One Coaching | Oakford Financial Coaching

Screening

About You

Finances

Policy

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Let's make sure we're a good fit

Please select what best describes what you're looking for.

What type of help are you seeking?*

Budgeting, debt management, saving strategies, financial goal-setting, or general financial education Retirement planning or 401(k) / IRA optimization Investment portfolio management or wealth management Tax strategy or tax planning

We appreciate your interest!

The service you're looking for falls outside the scope of what we offer. Our coaching focuses on building healthy financial habits, budgeting, debt management, saving, and general financial education.

For retirement planning, investment management, or tax strategy, we recommend working with a Certified Financial Planner (CFP). If you'd like a referral, feel free to reach out and I'm happy to point you in the right direction.

Tell us about yourself

All information provided is strictly confidential. This is a judgment-free environment. Please write N/A for any questions that are not applicable.

Full name, age, and occupation* This field is required.

Will a significant other be attending?*

If yes, please include their full name, age, and occupation. If no, write "N/A".

This field is required.

Preferred contact method (phone, email, etc.)* This field is required.

Please provide a brief summary of your financial goals.* This field is required.

What best describes your understanding of budgeting?*

I don't know where to begin I understand what a budget is but I don't have one for myself I have a rough budget and try my best to stick to it I have a fully operational and accurate budget with built in savings goals

Your financial snapshot

This information helps us prepare for our first session. A general estimation will do for now — we will get more specific during our session.

What is your average monthly income from employment?*

Please include both your gross and your net income. If applicable, include your significant other's income as well.

This field is required.

If applicable, please list any additional sources of income.* This field is required.

Do you have any existing debt that is not related to a mortgage?*

If so, please list the balance, minimum monthly payment, and interest rate. You can list multiple debts if needed.

This field is required.

To the best of your ability, please list your monthly expenses.*

This can include rent/mortgage, utilities, subscriptions, groceries, debt payments, etc. A general estimation will do for now.

This field is required.

Review Our Policies

Please review the payment and cancellation policies below before submitting.

Payment Policy

A $300 upfront payment is required for a package of 3 coaching sessions.
Sessions are typically scheduled once per month, but timing can be adjusted as needed.
Additional sessions may be booked at $100 per session, with payment required upfront.

Cancellation & Rescheduling Policy

Sessions may be rescheduled at no cost with reasonable notice.
If I need to reschedule due to an emergency, you may choose to:
- Reschedule your session, or
- Receive a $100 refund for that session
Coaching packages are non-refundable once purchased, as time is reserved and committed.
Missed sessions or repeated last-minute cancellations may be counted as completed sessions.

Preferred payment method*

Payment will not be due until final schedule confirmation.

I have read and agree to the payment and cancellation policies outlined above.*

Questionnaire Submitted!

Thank you for sharing your information. Stephen will review your questionnaire and reach out within 1-2 business days to discuss scheduling and payment.

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