Financial Freedom Assessment

1
What’s your first name?* This field is required.
2
What’s your best email to send your results to?* This field is required.
example@example.com
3
What does financial freedom mean to you?* This field is required.
Not stressing about money ever again
Having options—to travel, pivot careers, take a break
Living fully now while still building my future
4
How do you feel when you think about your financial future?* This field is required.
Anxious—there’s so much I don’t know
Curious—I’m on my way, but there are still gaps
Empowered—I’ve done the work and feel in control
5
Which best describes your relationship with money right now?* This field is required.
I avoid it unless I absolutely have to
I’m aware but not always sure what to do next
I check in regularly and make intentional decisions
6
Do you have a clear picture of how much you need to retire or live work-optional?* This field is required.
I definitely do not have a clear picture
I know a rough estimate of how much I would need
Yes, I have a target and a plan in place
7
How often do you second-guess financial decisions (e.g., spending, investing, giving)?* This field is required.
All the time—it’s exhausting
Sometimes—I want to be smarter about it
Rarely—I feel confident in my decisions
8
Are you using your money in a way that aligns with your values?* This field is required.
I’m not sure what that would even look like
In some ways, but I feel like I could do better
Absolutely—every decision reflects what matters most to me
9
Do you feel like you’re working because you have to or because you want to?* This field is required.
I am working because I definitely have to
It's a mix of both
I choose to work—I have options
10
Do you have systems in place to organize your finances (e.g., budgeting, tracking net worth, goal-based savings)?* This field is required.
I don't really have systems in place—it feels overwhelming
I somewhat have systems in place—but not consistently
Yes, I do have systems in place—I love systems and routines
11
Do you ever feel guilty spending money on yourself?* This field is required.
Always—it feels selfish or risky
Sometimes—I want to enjoy more without worry
Not anymore—I’ve worked hard, and I know I’m covered
12
What do you want more of in your financial life right now?* This field is required.
Clarity and calmness
Confidence and a clear plan
Freedom and flexibility to live on my terms
13
Score
14
🎉 Congratulations, {typeA}!

You’ve completed the Financial Freedom Assessment—and you’re already one step closer to building a better tomorrow.

Your results are on the way to your inbox, and you’ll also have the opportunity to book a complimentary 15-minute call to receive your personalized Financial Freedom Roadmap.

Spots are limited and offered on a first-come, first-served basis—so don’t wait if you’re ready for more clarity.

Great job—and thank you for taking this first step toward your financial future!

________________________________________________________________________________________

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
15
🎉 Congratulations, {typeA}!

You’ve completed the Financial Freedom Assessment—and you’re already one step closer to building a better tomorrow.

Your results are on the way to your inbox, and you’ll also have the opportunity to book a complimentary 15-minute call to receive your personalized Financial Freedom Roadmap.

Spots are limited and offered on a first-come, first-served basis—so don’t wait if you’re ready for more clarity.

Great job—and thank you for taking this first step toward your financial future!

______________________________________________________________________________________________

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
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