CoPilot Feature Form

Want to be anonymously featured?

+ get a FREE 30min live session w/ ME to review your budget?

Money values are important. Personal Finance is Personal.

I am often asked "how much should I spend on my mortgage? how much should I invest each month? OR how much should I save?".

It truly depends on your values and life vision. And we're all different!

I am collaborating with CoPilot to ANONYMOUSLY feature money values of others, all for the greater good of the community.

Please complete the below form. If you are selected to be featured, I will email you to schedule a 30min session to review your budget!

Name

Are you currently using the CoPilot app for budgeting? (Must be able/willing to provide screenshots of your monthly budget from app)

How old are you?

Where do you live? (City & State)

What do you do for work? (Job Title Please! If married, list both.)

What is your salary (or monthly gross income)? If married, combine.

If you contribute to a 401k/403b/457 or TSP... how much do you contribute? Please share percentage and employer match if applicable.

If you have debt (excluding mortgage) how much is it and what is the interest rate? Example: Car Loan- $15K @ 5% & Student Loans $70K @ 4%

What are your current "Money Values"? Where do you value directing your money today? For example, my husband and I value our time and experiences. Therefore, we are focused on putting our money in those areas today - Eating out, travel, Chief's Games, but also balance that with investing for our future and staying debt free.

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Want to be anonymously featured?

Money values are important. Personal Finance is Personal.

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