Financial Survey

Financial Survey

Hey there! Welcome to our Financial Survey—an exciting journey to level up your money game. Your score is the key to your unique path, unlocking a personalized curriculum tailored just for you. Let’s kickstart your financial journey and crush those money goals together!

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How would you rate your understanding of basic financial concepts (e.g., budgeting, saving, interest rates)?

  • Excellent
  • Good
  • Fair
  • I don't have a clear understanding of financial concepts

What is your current approach to reducing debt?

  • Zero balance for credit cards or lines of credit
  • Aggressively paying it off
  • Making minimum payments
  • Not actively addressing debt
   

How do you view money and financial success?

  • As a tool to achieve my goals
  • As a source of security
  • As a measure of success
  • I don't think about it much
   

What is your level of understanding regarding investment options (stocks, bonds, real estate, etc.)?

  • Easily handle them without stress
  • Manage, but with some stress
  • Feel overwhelmed and stressed
  • Panic and struggle to cope
   

Do you have an emergency fund set aside for unexpected expenses?

  • Yes, and it covers at least 6 months of living expenses
  • Yes, but it's less than 6 months of living expenses
  • No, but I plan to establish one
  • No, and I don't think it's necessary
   

How would you describe your tolerance for investment risk?

  • High risk, high potential return
  • Moderate risk for balanced returns
  • Low risk, prioritizing capital preservation
  • I'm not sure
   

Which best describes your budgeting habits?

  • I have a detailed budget and stick to it consistently
  • I have a general idea of my spending, but don't track every expense
  • I rarely budget and spend based on intuition
  • I don't have a budget
   

How would you describe your investment strategy?

  • Long-term, diversified investments
  • Short-term, high-risk investments
  • I don't have a specific strategy
  • I'm not currently investing
   

How often do you actively seek out financial education and information?

  • Regularly, I'm always learning
  • Occasionally, when I encounter a specific financial challenge
  • Rarely, I rely on basic knowledge
  • Never, I'm not interested in financial education
   

During the next 30 days, how do you want to improve your finances?

  • Reduce Debt
  • Build a Healthier relationship with Money
  • Get money to work harder for me
  • Build a solid stock portfolio
  • Get better returns from your current stocks
  • Tune into your intuition to improve your finances faster