The Money Peace Dashboard™

Intake Form

So glad you're here 🌿

Prepare for your Money Peace Dashboard build with this simple intake form. Share your business details so we can prepare your contract for signature and start to bring clarity, calm, and confident decision-making to your financial systems.

It takes about 5–7 minutes to complete. ~Jen

Full Name

Business Name

Website / Instagram

💼 Section 1: Business Basics

What do you do / offer?

What is your current annual revenue?

How many primary revenue streams or offers do you have

How long have you been in business?

🧾 Section 2: Financial Foundations

Do you currently have a bookkeeping system in place?

Bookkeeping System (if yes)

Do you have a bookkeeper, CPA or tax preparer?

What tools are you currently using to track finances or metrics?

If you chose "Other," please describe

🔒 Section 3: What You're Seeking

What has been feeling overwhelming or unclear about your numbers?

If you chose "Other," please list

On a scale of 1–10, how confident do you feel about understanding your numbers?

What would “Money Peace” feel like to you?

When would you ideally like to have your Money Peace Dashboard built and running?

💬 Section 4: Anything Else?

What else do you want me to know about you, your business, or what you're hoping for?

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