Financial Assessment Quiz Your Financial Path Quiz Answer 8 questions to get your personalized roadmap. 1. Which best describes where you are right now? I haven't started investing yet (haven't opened a brokerage account) I've opened an account but haven't invested anything I'm investing but inconsistently (start and stop) I'm investing regularly but feel unsure if I'm doing it right I'm investing systematically but want optimization/advanced strategies 2. How much could you realistically invest per month starting today? Less than $100/month (or not sure yet) $100-500/month $500-2,000/month $2,000-5,000/month $5,000+/month 3. How much money do you have saved/invested right now across all accounts? Less than $1,000 $1,000-10,000 $10,000-50,000 $50,000-100,000 $100,000+ 4. What's your biggest obstacle to investing consistently? I don't know where to start or what to buy I'm afraid of losing money/making mistakes I don't have a system or plan I get paralyzed by all the information/choices I need help optimizing taxes and accounts I'm too busy and need someone to implement for me 5. How much time can you dedicate to learning and setting up your investment system? I need the fastest possible path (just tell me what to do) I can spend 2-3 hours this week to learn and set things up I want to learn deeply and build the system myself (5-10 hours) I want someone to do it with me (implementation partnership) 6. Which resource sounds most helpful to you right now? Podcast episodes I can listen to while commuting A free class explaining how compound interest works A complete step-by-step course I can follow 1:1 guidance with someone who builds the system alongside me 7. When do you want investing to be fully automated and hands-off? I'm just exploring, no timeline yet Within the next month Within the next 3 months Within the next 6-12 months I need it done this week 8. What's your annual household income? (This helps us recommend the right resources) Under $50,000 $50,000-100,000 $100,000-200,000 $200,000+ Prefer not to say Back Next