It's not just money: It is your security and your dream, your choices and your life's worth.
So when you call, have your first name and city/town where you are presently (no State, no Province, no country needed , no birthdates, no where-you-live or where-you-were-born. Nothing but your first name (or initial) and the city/town where your eyeballs are at the time you call. Likewise, the first name or initial and city/town of whatever business, boss, bonus, grant, loan or job title you are interested in knowing about.
What is done is a fast and detailed set of predictions, including events and locations and relative timeframes.
Sometimes a prediction is based on how another person sees you, such as a fellow-worker or someone who knows about your financial situation or about your job.