Money Quiz
Unlock Your Financial Potential

Find out how much better off you could be this time next year.

⌛ 3 min

First things first, what's your name?
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[Name], there’s a Bolder way to money.
One where money doesn’t hold you back — it takes you places 🚀. 

So, if you’re confused about what you should be doing, or wondering what everyone else is doing, you’ve come to the right place.

Let’s figure out the right money moves for you.
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What do you really, really want?
Start with your top 3
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How does money make you feel?
Which of these emotions best describes your current feelings about money?
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How confident do you feel about your personal finances?
1 = not at all
5 = it's all under control
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How stressed or anxious do you feel about your personal finances?
1 = not worried at all
5 = the struggle is real
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Let’s pause for a second.
Let’s take two deep breaths.
We know we’re getting heavy, but here’s the thing: money is emotional. Don’t worry, we know exactly how to help you find financial peace of mind. 🧘
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Alright, let's dig into the numbers
We just need to understand how you're doing, no judgement here 😌
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What's your annual income?
Combine your salary and any other income you might have.
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How much do you currently have in savings?
🏦
Give us a rough estimate. Think different accounts, separate from any retirement savings.
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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 worth more than how much money you’ve made or saved — seriously. Our self-worth is often reduced to a single number 😏  That's just not right and it’s exactly what we’re here to fix.
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Credit cards
Love ‘em or hate ‘em, they're important.
They help us when we need extra spending power, not to mention all those sweet miles and points 🛫
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That said, how much credit card debt do you have?
Across all your credit cards
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Which of the following do you have?
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We'll deal with debt
If you get a pit in your stomach when the topic of debt comes up, just know you're not alone. We can help you get it under control — however big or small 💪
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We’re almost done… promise!
How old are you?
What's your relationship status?
And finally, what’s your email?
We'll email your results over to you
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