Quiz for Financial Basics
Answer questions carefully to give us a clear picture of your overall situation.
Full Name
Email
*
Risk tolerance when it comes to investing
low (Very Scary)
medium (Little Scared)
high (Not Scared)
How Close are you to retirement age?
What is your household income?
What is your current age?
Do you currently have kids?
If you do what are their ages?
Do you plan to have kids if you currently don't?
On a scale of 1-5, how passionate are you about becoming financially independent?
What is the length of time you have until you need this money?
Do you have an existing emergency fund?
Are you willing to risk this money?
Would this be your first time making any long-term monetary investment?
How familiar are you with different types of investment?
Do you currently have credit card debit? If you do how much?
Do you currently own your home? How much do you owe on the mortgage?
What is the best way to contact you when we are ready to present a blueprint to you?
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