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Get In Touch With Us

Have a question, want to explore coaching, or just need clarity on next steps? Share a bit below and we’ll follow up thoughtfully.

Wealth Wallaby Contact Form

Contact Info

Please share the best way to reach you so we can follow up.

First Name

Last Name

Email

A Few Quick Questions

These questions help us understand your situation and how we can best help.

What is your reason for contact?

What general questions do you have?

Tell us about your organization and what you’re looking for in a partnership.

Your Organization or Group Name:

What type of group or audience do you serve?

What kind of coaching or event are you interested in?

One-time workshop

Ongoing group coaching

Financial Peace University

Budget range or funding: ($)

Preferred timeline or event date (if any):

Your message (optional):

Are you ready for coaching?

I’m ready for coaching!

I have some more questions.

What topics do you want to discuss when you meet with a financial coach?

Budgeting

Getting out of debt

Investing

Giving

Purchasing a home

College & Career

Other

Are you currently employed?

Yes

No

What is your monthly household take-home income? ($)

Do you have an emergency fund?

Yes

No

Not sure what you mean

Do you have a retirement fund?

Yes

No

Do you have any other savings?

Yes

No

What is your housing type?

Rent

Mortgage

I don’t have any rent payment or a mortgage

My house is paid off!

Do you currently have any of the following types of debt? (Select all that apply)

Credit cards

Student loans

Car loan/lease

Medical bills

Personal loans

Other

None!

Is there something you’d like to ask before scheduling coaching?

I agree to allow Wealth Wallaby to collect and use the information I provide to respond to my message and share occasional updates or newsletters. I understand I can opt out at any time.

Proudly based in Raleigh–Durham, NC — offering judgment-free, virtual financial coaching across North Carolina and beyond.

Wealth Wallaby provides financial education and coaching. We do not offer investment, legal, or tax advice.

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