What Were You Taught About Money Growing Up?
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There’s never enough to go around
To be carefree with it
Money doesn’t grow on trees
Go to school, get a good job
There’s always plenty
Start a business
Do you have a system for tracking your personal spending and expenses?
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I have a budget that I stick to
I use a computer program/app
Are you kidding? I tighten up inside at the thought of even knowing
Do you have a system for saving and investing?
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No, I'm barely getting by
A preset amount of money is automatically deducted from every paycheck
I invest using dollar cost averaging
My money goes directly into my retirement account
I have a financial advisor who I meet with at least a few times a year
Other
Which of these investments do you have?
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Stocks/bonds
Cryptocurrencies
Real Estate
Retirement accounts 401(k)/IRA/Annuities
Precious Metals
Mutual Funds/ETFs
CD's or other money market funds
Commodities
What's the total dollar value of these investments?
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$0-$5,000
$20,000-$35,000
$5,000-$10,000
$35,000-$60,000
$10,000-$20,000
$60,000-$100,000
$100,000-$250,000
$250,000+
Which of these debts do you have?
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Student loans
Credit Cards
Auto Loan
Mortgages
Bank loans
Personal loans
Other
Business loans/debt
How much debt is it?
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$0-$5,000
$20,000-$35,000
$5,000-$10,000
$35,000-$60,000
$10,000-$20,000
$60,000-$100,000
$100,000-$250,000
$250,000+
Which of these describes you as a spender?
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Miserly
Shop-aholic
I buy only the necessities
I think clearly and carefully after making major purchases
I buy myself nice things, even if I have to use the credit card to do it
What are your top 3 current personal financial goals?
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Buy a house
Get out of debt
Start investing/saving
Start or grow my emergency fund
Retire Early
Financial Freedom
I wanna be rich!
Start a passive income stream
Do you have, or have you met with, a financial advisor?
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No
Yes
I used to
Have you received any training on financial literacy?
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Taken online courses
Attended seminars
Read Books
Watched videos
Taught by family/friends
Learned in school
None
Other
What's Your Current Income?
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$40,000 or less annually
$75,000-$100,000 annually
$40,000-$60,000 annually
$100,000-$125,000 annually
$60,000-$75,000 annually
$125,000+
What's your desired yearly income?
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Type the amount here (Eg $100k/year)
Do you have any of the following?
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Emergency/rainy day fund
Retirement account
Fun/play money
Travel fund
Life insurance
Children’s educational fund
None
Other
Do you do any of the following giving practices?
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I give to charity regularly
I tithe a preset portion of my monthly income
I give gifts/money to friends and family at other times besides birthdays/holidays
I can't even thinking of sharing what I have, I don't even have enough for me!
Which, if any, of these are you responsible for?
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Children
Providing for the entire household
Caring for elderly parents/other family members
I know the following...
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My credit score
My net worth
My monthly expenses
How much I'll need for retirement
How much money I need to be finacially free
What my monthly personal financial statement looks like
Which of these feel true for you regarding your knowledge of business finance...?
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I feel confident, knowledgeable and on track
I feel pretty good, but know I need to learn more to take it to the next level
I know little/just the basics
I know pretty much nothing about business finance
Click all that apply...
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I know what a P & L is, how to accurately put one together
I do a P & L at least once a month
I understand what a cashflow statement is and how to read one
I keep an accurate and up-to-date cashflow statement
I know how to run monthly, quarterly and annual projections
I actually do put together monthly, quarterly and annual projections
I feel confident with pricing and inventory management
On a scale of 10 how committed and motivated are you to achieve your financial goals
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1-3 Not at all
4-6 Not very, I'll probably just keep doing what I've always done
7-9 Mostly committed
10 I'll do whatever it takes to make this happen. I'll invest time, money & resources to turn my vision into a reality.
Remind Me - What's Your Name?
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Enter Your First Name Here
What's Your Email For Your Custom Quiz Results?
*
example@example.com
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