Which best describes your investment style?
How stressed are you about your financial situation?
Do you feel that you should be further ahead financially?
Do you have your financial goals clearly written down?
How organized are you when it comes to your finances?
How do you currently generate income?
How many sources of income do you have?
(Salary, Passive Investments, Real Estate, Etc...)
What's your approximate total household income?
Which best describes your current situation?
Which best describes your debt situation?
What percentage of your income are you contributing to your savings and investments?
(examples include: 401(k), IRA, Roth, 529, Savings, Other Investment Accounts)
Do you automate your savings, investing, and spending?
What's your position on Risk?
How confident are you in your savings and investment strategy?
(In regards to the probability of you reaching your Financial Freedom goals)
How long could you support your lifestyle if you suddenly stopped working?