Where Should I Be Focusing My Financial Energy Right Now?

Quiz Questions

• 1.
  If we were chatting over coffee, how would you summarize your financial life right now?

  • A.
    I have debt and it feels like I’ll never get rid of it.
  • B.
    I feel like I’m making enough money and I want to save and invest more.
  • C.
    I feel pretty unknowledgeable but not super stressed. It just feels like my money is leaking out of my control.
  • D.
    I know what I should be doing with my money but I can’t seem to actually do it.
• 2.
  Okay, cool. Let's talk about net worth...

  • A.
    That’s gonna be a really negative number and I don’t need that kind of negativity in my life 
  • B.
    It’s totally positive but it could be higher if I felt like I knew what I was doing
  • C.
    Come again?
  • D.
    Ahhh! That’s gonna make me too uncomfortable. Can we do it later?
• 3.
  There’s a copy of Money magazine at your doctor’s office. Which article would you want to read first?

  • A.
    How To Get Out Of Debt Quickly And Easily
  • B.
    How To Grow Your Wealth Without An Advanced Finance Degree
  • C.
    How To Budget For People Who Hate Budgeting
  • D.
    How To Improve Your Emotional Relationship With Money
• 4.
  You find out that your childhood neighbor left you $5,000 in her will. What do you do?

  • A.
    Wait, should I pay down some of my debt first? Maybe I should save it to avoid more debt?
  • B.
    Ahhh!! I wish I knew how to invest this money by now!
  • C.
    Shopping spree!! Thank you Universe!!
  • D.
    Do I deserve this? I feel like there’s been some kind of mistake…
• 5.
  If you could wave a wand and magically change one thing about your financial life right now, it would be:

  • A.
    Wiping away my debt and starting with a clean slate.
  • B.
    Having the best savings account ready for the mad money I’m about to make.
  • C.
    Finally feeling in control of my money so I could put it where I want it to go.
  • D.
    I have no idea. I don't want to think about it!

Quiz Outcomes

• 1.
  Debt Demolition

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  Putting a simple and straightforward plan in place to get out from under your debt should be your #1 priority right now! Credit and debt repayment isn't the only area you need to be fluent in but it's going to be the most rewarding to you in the grand scheme of things. But here at The Holistic Wallet, we do things a little… holistically. Our alternative approach to debt (and all things finance for that matter) might be the magic medicine to make you financially healthy once and for all! Let us help you take the first step! In your inbox, you’ll find super secret access details to a FREE #MoneyGoals program designed to help you make an actionable plan to tackle that debt. The first step is the hardest - we promise! Your login details are waiting for you in your inbox. Just click the button below and we’ll see you on the inside!
• 2.
  Wealth Management

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  Awesome! You've got a good handle on your finances but you want your money to collect lots of interest (instead of cobwebs). (I dig it!) One of the things that stands in between us and our savings potential is the fear that we’ll squander our money because we don’t know how to save and invest it yet. So let’s show you how to save with savvy! As you might have guessed, here at The Holistic Wallet, we do things a little… holistically. Our alternative approach to saving/investing (and all things finance for that matter) might be the magic medicine to make you financially empowered once and for all! Let us help you take the first step! In your inbox, you’ll find super secret access details to a FREE #MoneyGoals program designed to help you make an actionable plan to grow that savings. The first step is the hardest - we promise! Your login details are waiting for you in your inbox. Just click the button below and we’ll see you on the inside!
• 3.
  Money Mindset Mastery

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  You could read all the personal finance books in the library and still feel totally powerless over your finances until you work on that money mindset! Sounds like you've got a bit of emotional baggage around money... just like the rest of us. Want to start rewriting those limiting beliefs that are costing you big bucks? As you might have guessed, here at The Holistic Wallet, we do things a little… holistically. Our alternative approach to money (and all the abundance and prosperity life has to offer) might be the magic medicine to make you financially empowered once and for all! Let us help you take the first step! In your inbox, you’ll find super secret access details to a FREE #MoneyGoals program designed to help you make an actionable plan to tame your brain and create real wealth. The first step is the hardest - we promise! Your login details are waiting for you in your inbox. Just click the button below and we’ll see you on the inside!
• 4.
  Creative Ways To Budget

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  Booooring! I know this isn't the answer you wanted to see but I promise there's a better way to approach budgeting than anything you've been trying! Budgeting is nothing more than setting boundaries around our time and resources so we can stay true to our values and goals. Want to master this whole budgeting thing once and for all? As you might have guessed, here at The Holistic Wallet, we do things a little… holistically. Our alternative approach to budgeting (and all the finance things for that matter) might be the magic medicine to make you financially empowered once and for all! Let us help you take the first step! In your inbox, you’ll find super secret access details to a FREE #MoneyGoals program designed to help you make an actionable plan to tame your brain and create real wealth. The first step is the hardest - we promise! Your login details are waiting for you in your inbox. Just click the button below and we’ll see you on the inside!