top of page
Birthday
Month
Day
Year
1. When you receive extra money (bonus, tax refund, gift), what do you typically do?
A) Spend it on something I've been wanting
B) Pay down debt or bills
C) Put some aside to save or invest
D) Immediately invest it
2. How often do you check the balance of your investment or savings accounts?
A) Multiple times a day
B) Once a day
C) Once a week
D) Once a month or less
3. If the stock market dropped 20% tomorrow, what would you most likely do?
A) Panic and sell everything
B) Feel anxious but wait to see what happens
C) Do nothing and stick to my plan
D) Buy more while prices are low
4. Do you have a written plan for your financial goals?
A) No, I haven't thought about it
B) I have goals in my head but nothing written down
C) I have a simple list of goals
D) Yes, I have a detailed written plan with timelines
5. How would you describe your current savings situation?
A) I live paycheck to paycheck with little to no savings
B) I have some savings but not enough for an emergency
C) I have 3-6 months of expenses saved for emergencies
D) I have a safety net and am actively investing beyond that
6. How comfortable are you with the idea of investing money for the future?
A) Not comfortable, it feels risky and confusing
B) Slightly comfortable, I know a little but not enough to start
C) Comfortable, I understand the basics
D) Very comfortable, I'm ready to invest or already doing so
7. When you hear about a new investment opportunity through social media or a friend, what do you usually do?
A) Jump in quickly so I don't miss out
B) Get excited but hesitate to act
C) Do a little research before deciding
D) Ignore it and stick to my existing plan
8. How do you typically make decisions about money?
A) Based on how I feel in the moment
B) Based on what friends or family are doing
C) Based on what I see trending online
D) Based on my personal goals and research
9. If you had an unexpected $1,000 expense today, how would you handle it?
A) I couldn't cover it, I'd need to borrow or use credit
B) I could cover it but it would stretch my finances
C) I have savings set aside specifically for emergencies
D) I could cover it easily without changing my plans
10. Which statement best describes your current financial priority?
A) Getting control of daily spending and debt
B) Building an emergency fund
C) Learning how to start investing
D) Growing my existing investments for long-term goals
How did you hear about us?
bottom of page