Prosperity & Wealth Financial Clarity Assessment
This assessment will evaluate your financial clarity, structure, and confidence. Your responses will generate a personalized Financial Clarity Score and recommended next steps.
Name
*
First Name
Last Name
Email
*
example@example.com
SECTION 1: Financial Awareness
1. Do you know exactly how much money you earn each month (after taxes)?
*
A. Yes, to the dollar
B. I have a general idea
C. I'm not totally sure
D. No
2. Do you track your monthly expenses?
*
A. Yes, consistently
B. Sometimes
C. Rarely
D. Never
3. Do you know your total monthly spending?
*
A. Yes
B. Rough estimate
C. Not clearly
D. No idea
SECTION 2: Budget & Cash Flow Control
4. Do you operate with a monthly budget?
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A. Yes, and I follow it
B. Yes, but I don't always follow it
C. I've tried before
D. No
5. At the end of the months, you typically:
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A. Have money left over
B. Break even
C. Feel tight but manage
D. Run short
Other
6. How confident are you in managing your cash flow?
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A. Very confident
B. Somewhat confident
C. Unsure
D. Overwhelmed
SECTION 3: Debt & Obligations
7. Do you know your total debt amount?
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A. Yes, exactly
B. Approximately
C. Not fully
D. No
Other
8. Are you actively paying down debt with a strategy?
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A. Yes, structured plan
B. Paying extra when I can
C. Only minimum payments
D. Avoid thinking about it
9. How does debt make you feel?
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A. In control
B. Slightly stressed
C. Very stressed
D. Avoidant/anxious
SECTION 4: Savings & Emergency Preparedness
10. Do you have an emergency fund?
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A. 3-6+ months saved
B. 1-3 months saved
C. Less than 1 month
D. None
11. If you lost your income today, you could survive financially for:
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A. 6+ months
B. 3-6 months
C. 1-2 months
D. Less than a month
SECTION 5: Wealth Building & Future Planning
12. Are you investing consistently?
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A. Yes, automated investing
B. Yes, occasionally
C. I want to but haven't started
D. No
13. Do you have clear financial goals written down?
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A. Yes, specific & measurable
B. Yes, but not detailed
C. In my head only
D. No
14. Do you feel confident about your long-term financial future?
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A. Very confident
B. Somewhat confident
C. Concerned
D. Very uncertain
SECTION 6: Financial Mindset & Clarity
15. When you think about your finances, you feel:
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A. Empowered
B. Neutral
C. Stressed
D. Overwhelmed
16. Do you have a clear financial plan for the next 12 months?
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A. Yes, structured plan
B. Rough plan
C. Vague ideas
D. No plan
17. How often do you review your finances?
*
A. Weekly
B. Monthly
C. Occasionally
D. Only when there's a problem
Results
Submit
Should be Empty: