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