Thank you for scheduling your first financial coaching session with Financial Coaching Cats!

We're excited to support you as you take steps toward your financial goals.

We ask all new clients to complete the following forms, which helps us get ready for your coaching session:

Financial Coaching Consent Form – This form explains what financial coaching is, how we protect your privacy, and what to expect from working with your financial coach. You’ll need to review and sign it before we can begin your session. https://tcainstitute.org/financialcoachingcats/client-consent-form

New Client Intake Form – This short questionnaire gives us a snapshot of your financial situation, goals, and areas of stress. Your responses help your coach tailor the session to your needs and make the most of our time together. https://tcainstitute.org/financialcoachingcats/new-client-intake-form

Your financial coach will reach out directly; confirming the location and format of your coaching session (in-person or virtual). They'll also answer any initial questions you might have about your coaching appointment.

Need to reschedule your coaching session, or have a question before your session?
Contact us at: financialcoachingcats@arizona.edu

We look forward to meeting with you and helping you take the next steps on your financial journey!