Financial Season Questionnaire

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Please fill out this helpful assessment tool. All information is kept private and is only used to help me understand your current financial situation and goals.

What matters to me right now is to *

Get out of debt

Stop living paycheck to paycheck

Save for the big things in life (retirement, college, car, etc.)

Save for emergencies

Other:

How old are you? *

What is your name? *

What is your email address? *

Married? *

Yes

How many children do you have at home? *

When it comes to money, most of the time I feel... *

Worried

Uncertain

Confident

Frustrated

Which of these best describes how you handle money most of the time? *

I plan where every dollar will go before I get it, and I follow that plan.

I keep track of my money and stop spending when I run low or run out.

I spend more than I make.

I'm not able to stay current on my bills.

None of these statements comes even close to how I handle my money most of the time.

What’s your yearly household income? *

Less than $20,000

$20,000–39,999

$40,000–59,999

$60,000–79,999

$80,000–99,999

$100,000–149,999

$150,000 or more

How much consumer debt do you have? This means any debt except a mortgage: car loans, student loans, credit cards, medical debt, etc. A ballpark number is fine. *

I don’t have any consumer debt.

Less than $20,000

$20,000–39,999

$40,000–59,999

$60,000–79,999

$80,000–99,999

$100,000–149,999

$150,000 or more

Could you pay for a $1,000 emergency in cash? *

Yes

How much are you currently investing in retirement? This would be the percentage of your household income that you are currently investing. An estimate is fine. *

I’m not investing for retirement.

I’m investing less than 15%.

I’m investing 15%.

I’m investing more than 15%.

What is your housing situation? *

I have a mortgage.

I own a paid-off home.

I'm renting.

I'm living rent free.

Are there any additional details that you would like to share with me?

Submit

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