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The Boss Mom Effect

Initial Client Assessment

Section 1: Vision & Identity

1. When you imagine your version of a Boss Mom, what stands out most about how she lives and carries herself?

2. In what ways do you feel you are being invited to grow into your next version?

3. What impact do you hope to make through your life, work, or presence?

4. What values do you want your children (or future children) to associate with you?

5. When you think about your future self, what excites you most?

Section 2: Money & Beliefs

6. How would you describe your current relationship with money?

7. What early experiences most shaped how you think or feel about money today?

8. When you think about wealth, which feeling comes up most often?

9. Which financial patterns or habits are you most ready to shift?

10. On a scale of 1–10, how available does wealth feel to you personally right now?

Section 3: Capacity & Support

11. How would you describe your current stress level?

12. What areas of life currently feel the most demanding?

13. When was the last time you felt proud of how you showed up for yourself?

14. Who currently supports your growth or vision, if anyone?

15. Are there environments or relationships that make growth more difficult for you right now?

Section 4: Readiness & Commitment

16. How much time per week can you realistically dedicate to reflection and growth?

18. What habit or practice would you most like to become more consistent with?

19. Why does this coaching feel relevant for you at this moment?

20. If nothing changed in the next 6–12 months, what would concern you most?

21. What does success look like for you in the next 60 days?

22. How do you typically respond to accountability and structure?

23. Have you invested in personal development before? What did you learn from that experience?

24. How comfortable are you with investing time and resources in yourself right now?

25. If we work together, what kind of woman do you want to be supported in becoming?

Section 5: Contact Information

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The Boss Mom Effect

Initial Client Assessment

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