The Alignment Quiz: Discover Your Next Step to Wealth & Purpose

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Q1: What best describes how you feel about your finances right now?

I feel overwhelmed and constantly stressed about money.

I manage my bills, but I rarely have savings left at the end of the month.

I feel somewhat in control, but I know I could be doing more with my money.

I have money saved but don’t know how to grow it properly.

Other

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Q2: If an unexpected expense of £1,000 came up today, how would you handle it?

I have no idea where I’d get the money—it would send me into panic mode.

I might have to use my credit card or borrow from someone.

I have some savings, but it would significantly impact my finances.

I have an emergency fund and could cover it without stress.

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Q3: Which of the following best describes your current relationship with debt?

I’m drowning in debt and don’t see a way out.

I have some debt but I manage it, even if it feels overwhelming at times.

I have little to no debt, but I’m not sure if I’m maximizing my financial potential.

I’ve paid off my debts and now I’m focused on growing my wealth.

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Q4: If you received £10,000 today, how would you use it?

Pay off debt and cover urgent expenses.

Save most of it, but I wouldn’t know where to put it to grow properly.

Invest in financial education, courses, or my children’s future.

Use it to fund an idea I have been sitting on, or start or grow my investment portfolio for long-term wealth.

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Q5: When it comes to teaching financial literacy to your family (kids or future generations), which statement resonates most?

I struggle with money myself, so I don’t feel equipped to teach them.

I want to teach them but don’t know the best way to do it.

I’ve started teaching them small lessons but want better tools & guidance.

I already have a structured plan for passing down financial knowledge & wealth.

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Q6: Which of the following statements feels most like you?

I’m constantly anxious about money, and it affects my daily life.

I know I need to improve my finances, but I keep procrastinating.

I feel financially stable but need better systems to grow my wealth.

I’m confident in managing my money and ready to scale my financial success.

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Q.7: It’s five years from now, and you’re financially free. What does your life look like?

I'm out of debt and am free from the paycheck-to-paycheck cycle. I wake up stress-free, knowing all my bills are paid, and I no longer worry about debt.

I have savings, a solid financial foundation, investments, and a clear financial plan that makes me feel secure and in control.

I've become a confident money manager, teach my children smart financial habits, and make wise financial decisions for my family.

I have multiple income streams, my wealth is growing through investing and strategic money moves. I have the freedom to travel, invest, and create the life I truly desire.

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Name

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Email

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The Debt Buster

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The Future-Proof Planner

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The Smart Money Manager

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The Wealth Builder