Client Intake & Workshop Enrollment Form

For The Trades Financial Wellness

Client Intake & Workshop Enrollment Form

Instructions: Please complete the information below to register for today’s financial literacy workshop and set up your coaching profile.

1. Personal Information

  • Full Name: ____________________________________________________

  • Email Address: _________________________________________________

  • Mobile Phone Number: ( ______ ) ______ - _________

  • Trade / Industry (e.g., Plumbing, Electrical, HVAC): ________________________

2. Financial Coaching Goals

What are your primary financial goals? (Check all that apply)

[ ] Debt Reduction & Management

[ ] Budgeting & Cash Flow Optimization

[ ] Retirement & Investment Planning

[ ] Tax Planning for Tradespeople

[ ] Business / Structural Financial Coaching

3. Communication Preferences & SMS Opt-In

We want to help you stay accountable to your goals. Please review our communication options below:

[ ] Yes, I opt-in to receive text messages. > By checking this box, you agree to receive automated workshop reminders, follow-up educational materials, coaching appointment alerts, and customer support texts from For The Trades Financial Wellness. Message frequency varies based on your coaching schedule and workshop enrollment. Message and data rates may apply. Reply STOP to opt out at any time, HELP for support. View our Privacy Policy and Terms of Service at https://www.forthetradesfinancialwellness.com/privacy-policy.

[ ] Yes, I opt-in to receive email updates. > Receive our monthly financial newsletter, workshop updates, and educational guides.

Signature: _______________________________________ Date: ____ / ____ / _____