What’s Your Money Personality?

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1. When your paycheck arrives, your first move is…* This field is required.
A) Put some away in savings or investments
B) Pay bills right away
C) Treat yourself—you’ve earned it!
D) Stretch it carefully until the next one
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2. When it comes to big purchases…* This field is required.
A) I research, compare, and choose wisely
B) Only buy if it’s truly necessary
C) If I want it, I’ll find a way to get it
D) I wait, save little by little, then buy
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3. Budgeting feels like…* This field is required.
A) Fun—I love tracking my money
B) A must—it keeps me responsible
C) Restrictive—I’d rather feel free
D) Stressful—I only do it if I must
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4. Thinking about retirement makes me feel…* This field is required.
A) Confident—I’m already preparing
B) Aware—I know I should do more
C) Far away—I’ll deal with it later
D) Unsure—I don’t know where to start
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Number* This field is required.
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Number* This field is required.
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Number* This field is required.
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Number* This field is required.
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Your Results
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You are The Builder 🏗️

You’re disciplined and growth-focused. Money is your tool to create long-term wealth.
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You are The Protector 🛡️

You value security and stability. Your priority is keeping yourself and your family safe.
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You are The Dreamer ✨

You live for experiences and joy. You see money as a way to enjoy life to the fullest.
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You are The Survivor 🌱

You’re resilient and resourceful. With the right guidance, you’re ready to build more.
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Name* This field is required.
First Name
Last Name
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Mobile Phone* This field is required.
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Email* This field is required.
example@example.com
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Who referred you? / Name of the Event* This field is required.
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Guess how many Gummy Bears are in the jar! 🍬Please enter your best guess:
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🎉 Congratulations! 🎉

You’re eligible for a no-cost Financial Needs Analysis (FNA).

This free session will give you:
✅ A clear picture of your current financial situation
✅ Personalized strategies to protect what matters most
✅ A roadmap to reach your goals with confidence

We’re excited to help you take the next step toward financial growth and peace of mind! 🌟
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When's the best time to get in touch with you?* This field is required.
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