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?

[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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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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How much do you currently have in savings?
🏦

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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?

<$5k

$5-10k

$10-25k

>$25k

Across all your credit cards

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Which of the following do you have?

Student Loan

Yes!

Mortgage

Yes!

Car Loan Payment

Yes!

Other Loans

Yes!

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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

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

Unlock Your Financial Potential

First things first, what's your name?

[Name], there’s a Bolder way to money.

What do you really, really want?

How does money make you feel?

How confident do you feel about your personal finances?

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

Let’s pause for a second.

Alright, let's dig into the numbers

What's your annual income?

How much do you currently have in savings?
🏦

How much have you saved for retirement?

OK, let's take another moment.

Credit cards

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

Which of the following do you have?

We'll deal with debt

We’re almost done… promise!

How old are you?

What's your relationship status?

And finally, what’s your email?

Unlock Your Financial Potential

First things first, what's your name?

[Name], there’s a Bolder way to money.

What do you really, really want?

How does money make you feel?

How confident do you feel about your personal finances?

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

Let’s pause for a second.

Alright, let's dig into the numbers

What's your annual income?

How much do you currently have in savings?🏦

How much have you saved for retirement?

OK, let's take another moment.

Credit cards

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

Which of the following do you have?

We'll deal with debt

We’re almost done… promise!

How old are you?

What's your relationship status?

And finally, what’s your email?

How much do you currently have in savings?
🏦