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Question 1 of 11
I feel uncomfortable talking about money with others.
True
False
Question 2 of 11
When it comes to debt...
I have no debt or I pay them off every month
I am paying my debt but just the minimum
Help! I am drowning in debt and don't see a solution.
I have an established plan to pay them off and know by when I'll be debt free
Question 3 of 11
My current work situation is...
I am a full-time employee
I have a job, but also a side hustle
I am self-employed or freelancer
I own a business
Question 4 of 11
I want to be able to make more money than what I am currently making
Question 5 of 11
My current yearly income is...
$20,000 - $49,999
$50,000-$99,999
$100,000 - $249,999
$250,000 - $499,999
$500,000 - $1MM
$1MM+
Question 6 of 11
If I win $300,000,000 in the lottery, I would: (List all you would do with the money) Go Wild, Dream BIG!
Question 7 of 11
I want to learn more about: (Choose Only 3)
How To Attract More Money in My Life
How to Grow My Money
How To Create an Emergency Fund
How To Get Rid Of Debt
How To Save Short-Term and Long-Term
How To Create a College Plan For My Kids
How To Dip My Toes Into Investing and Asset Accumulation
How To Protect My self and My Assets
How To Manage My Spendings
New Choice
Question 8 of 11
When it comes to short-term and long-term investments: (Mark all that applies)
I have stocks and/or bonds
I have mutual funds
I have CDs
I have an IRA or Sep IRA
I have a Roth IRA
I have a 401k or 403b or 457
I have life insurance
I have supplemental insurance
I have bank accounts or money markets
I put my money under the mattress at home
I don't have any of the above
Question 9 of 11
I am ready to do the work to become a financially fit.
Question 10 of 11
What is your job title and in what industry?
Question 11 of 11
I enjoy my job or what I do for work
Yes
No