Abundantly Infinite Entrepreneur

1

Which of the following describes you?* This field is required.Please pick one

6 figure+ online biz owner

Not on online biz, but 6 figure+

Start-up/Pre-Rev

7 figure+

Non Profit

2

What were you taught about money growing up?* This field is required.Pick all that apply

Money is scarce and hard to come by; there's not enough to go around

Money is a tool for security and stability

Money is abundant and easily accessible

Money should be spent wisely and saved diligently

Go to school, get a good job making good money

3

Do you have a system for saving and investing?* This field is required.Please choose one

Yes, I have a structured system in place

Somewhat, I save and invest occasionally

No, I don’t have a specific system, I play it by ear

I'm barely getting by; I can't even think about investing right now

4

How often do you review your and update your financial plan & goals?* This field is required.

5

What have you tried in the past to increase your knowledge of business and personal finances? What has worked for you and what hasn't?* This field is required.Please describe briefly in the text box below.

6

What are your top financial goals for the next 3-5 years?* This field is required.Choose your top 2-3

Build a substantial emergency fund

Pay off my debt

Buy a house/other real estate

Start investing/saving for retirement

Group fitness classes (e.g., aerobics, spin)

Start/grow passive income streams

Remove myself timewise from my business/Sell my biz

7

What types of investments do you currently have?* This field is required.Choose all that apply

Stocks and bonds

Real estate

Mutual funds or ETFs

Retirement (e.g., IRA, 401(k))

Developing healthier eating habits

Preparing for an event or goal

Digital Asset/Cryptocurrencies

Precious Metals

9

What strategies do you use to stay disciplined with saving and investing?Choose all that apply

Automated savings & investments

Regular financial reviews/audits

Setting clear goals & milestones

Consult with a financial advisor

10

How comfortable do you feel using financial statements such as Profit & Loss (P&L), cash flow statements, and making financial projections?* This field is required.Pick an option from the dropdown menu

11

How do you typically track your finances?Pick one

I have a detailed budget/spending plan

Somewhat, I track major expenses

I don’t have a formal budget

I plan to create one soon

12

How do you currently track your income and expenses?Please pick one

Manually with spreadsheets

Using accounting software

A financial advisor or accountant

I don’t track them systematically

13

What are your (2) biggest challenge when it comes to managing your business finances* This field is required.Please choose 2

Keeping track of expenses

Managing cash flow

Planning for taxes

Understanding financial statements

Inconsistent income

14

Have you received any financial literacy training?* This field is required.Select all that apply

Taken online courses

Attended seminars/workshops

Read books

Had a coach or mentor

Learned in school

From family/friend

15

Do you currently have any of the following?* This field is required.Click all that apply

Emergency fund

Retirement accounts

Fun/play money

Travel fund

Life insurance

Children's educational fund

16

My name is...What should we call you?

17

Email* This field is required.Your best email so we can send you the results.

example@example.com

18

On a scale of 1-5, how committed are you to achieving your financial goals?* This field is required.Please pick one