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CBT Monitor Application

This application helps us determine if you’re ready to commit to ongoing financial wellness care through the CBT Monitor™ retainer service.


Please answer honestly this is the first step to assessing if ths is a good fit for you.

Birthday
Month
Day
Year
Are you currently:
Preparing to buy a rental as a first time homebuyer
A private landlord managing your own rental property income
Running a business that earns property-related income
Other
What is your current estimated monthly income (after taxes)?
Under $2,000
$2,000–$4,000
$4,000–$6,000
Over $6000
Do you currently track your income and expenses?
Yes, consistently
Sometimes
No
What financial challenges do you face most often? (Check all that apply)
This service requires active participation and consistency. Are you willing to commit to following expert recommendations, attending monthly sessions, and completing action steps between appointments?
Yes, I’m fully committed
I’m open but need guidance
No, I’m not ready to make that level of commitment
How do you handle financial accountability and constructive feedback?
I appreciate direct, honest guidance
I prefer a supportive but firm approach
I struggle with accountability
Have you ever worked with a financial consultant or coach before?
Yes
No
Are you interested in building additional income streams (e.g., rental income, business income, investment income)?
Yes
No
Not Sure
This retainer is not a quick-fix or group program. It’s a professional partnership focused on consistent, long-term results. Are you ready to commit to your financial health as seriously as you would your physical health?
Yes, I’m ready for long-term care
I’m exploring options but not ready yet
Do you understand that this service is ongoing and billed monthly (or quarterly) for continued care and management?
Yes
No
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Disclaimer: The information contained on this site is not intended to be and does not constitute investment advice. Such information is general in nature and is provided solely for informational purposes to our customers and is not to be construed or interpreted as a recommendation. All investment decisions are solely the responsibility of the user.

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