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Money Quiz

Unlock Your Financial Potential

Find out how much better off you could be with a money coach.

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3 min

First, what’s your name?

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[Name], there’s a Bolder way...

One where money doesn’t hold you back - it takes you places.
Let’s find out the money moves for you.

What do you really, really want?

Start with your top three.

How does money make you feel?

Which of these emotions best describes your current feelings about money?

How confident do you feel about your personal finances?

Not at all
It's all under control

How stressed or anxious do you feel about your personal finances?

Not worried at all
The struggle is real
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Let’s pause for a second...

Take two deep breaths.
Here’s the thing, money can be emotional, but don’t worry your coach will help find you financial peace of mind.
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Ok, let’s dig into the numbers...

No judgement, we just need to understand how you’re doing today.

What's your annual income?

Combine your salary and any other income you might have.

How much do you currently have in savings?

Give us a rough estimate. Think different accounts, separate from any retirement savings.

How much have you saved for retirement?

In your 401K or any other retirement accounts.
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Ok, let’s take another moment.

You are more than how much you earn, or have saved - seriously!
Your financial coach will help you not only improve your overall finances, but also help you build a healthy relationship with money.
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Credit cards, and debt...

Love ‘em or hate ‘em, they’re important.
They help us when we need that extra spending power, not to mention all those miles and points.

That said, how much credit card debt do you have?

Across all your credit cards.

Which of the following do you have?

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We’ll deal with debt.

If you get anxious when the topic of debt comes up, just know you’re not alone.
Your financial coach will help you get it all under control!
We're Almost Done!

How old are you?

What's your relationship status?

And finally, what’s your email?

We'll email your results over to you.

By submitting, you are agreeing to our Terms and Privacy Policy.

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Crunching numbers, making magic happen...
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