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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.
👉
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What do you really, really want?
Start with your top three.
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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?
Not at all
It's all under control
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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.
😌
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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 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.
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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 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!
💪
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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.

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