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First things first: How old are you?
Under 25
25 - 40
41 - 65
Over 65
What’s financial goals are most important for this year?
Get out of debt
Improve cash flow
Pay less in taxes
Get a better return on investments
When talking about monthly bills and savings, what best describes your situation?
I can’t always pay my bills and often have unpaid balances each month.
I manage to pay my bills, but I don’t have money left over to save.
I pay my bills regularly, and I manage to put some money aside.
I pay my bills regularly, and I have no problem putting money into savings.
What is your household income?
Under $50,000
$50,000 - $100,000
$101,000 - $200,000
Over $200,000
When do you expect to retire?
At age 40
Before 50
At age 60
At age 68
Never
How much do you have in investable assets, like savings, stocks or mutual funds?
Under $50K
$50K–$250K
$250K–$1MM
$1MM+
Do you have any of the following investment accounts?
None
Checking/savings
Employer-sponsored retirement account (401(k) and similar)
Other retirement accounts (IRA and similar)
In case of emergency, what would you do?
I would have to borrow money from family and relatives.
I would apply for a loan at a bank.
I would liquidate some investments.
I have an emergency fund for these situations.
How much Life insurance do you currently have?
I don’t have life insurance
Less than annual income
Equal to 1-2 years’ income
More than five times my annual income
How confident are you that you can reach your financial goals?
Not at all confident
Not very confident
Somewhat confident
Very confident
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