Tell me a little bit about yourself
Preliminary Questionnaire. Your first step to Financial Independence!
* Required
Email address *
Your email
Describe what Financial Independence means to you *
Your answer
What are your primary financial goals? *
check all that apply
Required
What are your primary financial concerns? *
check all that apply
Required
Types of accounts you own *
(check all that apply)
Required
Sources of income *
(check all that apply)
Required
Do you know your Net Worth? *
(Net Worth: Total Assets minus Total Debt. The value of everything you OWN minus the value of everything you OWE)
Choose
No. I need help figuring it out.
Yes. It's negative
Yes. <$50,000
Yes. $50,000 - $250,000
Yes. $250,000 - $500,000
Yes. >$500,000
Do you currently invest in the stock market? *
How much do you invest monthly (or expect to invest)? *
(total amount)
Your answer
Do you have a lump sum to invest? *
(state amount)
Your answer
How would you describe yourself as an investor? *
Do you have an Emergency Fund? *
Do you have Life Insurance? *
Are your financial plans tied with a spouse or partner? *
Do you have children/dependents? *
Choose
No
1
2
3
4
>4
What else would you share about your financial journey?
Your answer
Submit
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