Money Stress Score Template for Financial Coaches
Capture better leads by helping prospects understand their money pressure points before they book a call.
Best for: Financial coaches, budget coaches, debt coaches, money educators, and personal finance consultants.
Question 2 of 6
Do you have a written monthly budget?
Built for coaches who want qualified leads, not just email addresses.
This is a branded assessment funnel purpose-built for financial coaching businesses — not a generic quiz. Use it in place of static PDF opt-ins, Google Forms, and cold contact forms.
Every submission becomes a scored lead in your dashboard.
- Prospect name, contact, and how they found you.
- Their exact answers and score band.
- Their biggest money goal right now.
- A one-line summary you can use on the discovery call.
- Status: New · Contacted · Booked · Won · Lost.
Questions that surface real signal.
- 1How often do you feel stressed about money?
- 2Do you have a written monthly budget?
- 3How confident are you that you know where your money goes each month?
- 4How do you feel about your current debt situation?
- 5Do you have an emergency fund?
- 6What is your biggest money goal right now?
Every prospect gets a scored, useful outcome.
Calm and Organized
Money habits are working. Great fit for advanced coaching around goals, systems, or wealth-building behavior.
Some Pressure Points
Foundation is there with a few gaps in savings, debt, or clarity. Prime for a focused coaching container.
High Money Stress
Overwhelmed and reactive. Ideal fit for a starter engagement to build a simple, sustainable money plan.
A branded, personalized result — not another PDF.
Every submission ends on a scored result page like this. Prospects walk away with something useful, and you land a scored lead with context.
- Score + result band with a clear one-line summary
- Recommended next steps tuned to the answers
- A booking CTA that goes straight to your calendar
High Money Stress
Money may be taking up more mental energy than it should — that's a great place to start coaching.
Recommended next steps
- Organize your monthly numbers
- Pick one priority for the next 30 days
- Set a weekly 15-minute money check-in
Questions about this template
Launch this assessment funnel today.
Customize the questions, wire it to your booking link, and start capturing scored leads.
This template is for financial education and coaching lead generation only. It is not investment, legal, tax, or regulated financial advice.