Are We A Great Fit? 

Quiz Questions

• 1.
  Which title do you identify with? Select all that apply. 

  • A.
    Creative Entrepreneur
  • B.
    Digital CEO/Online Entrepreneur
  • C.
    Solopreneur
  • D.
    Professional with an entrepreneurial spirit
  • E.
    Modern Business Owner
  • F.
    Other
• 2.
  Are you a business owner? If yes, what is your business MONTHLY gross revenue (aka the total of everything you make before expenses each month)?

  • A.
    I do not own a business
  • B.
    Below $50k
  • C.
    $50-70k
  • D.
    Above $70k
• 3.
  Do you have at least $15k to invest/contribute to your future goals and wealth each month?

  • A.
    Yes
  • B.
    No
• 4.
  How much do you have in “investable assets” including savings ready to invest, retirement savings (401(k) at a *past* employer, IRAs, Roth IRAs) etc.? Do not include your emergency savings or any funds earmarked for the next 24 months.

  • A.
    Under $500k
  • B.
    500k+
• 5.
  What do you need help with the most? Select all that apply. 

  • A.
    I need help getting my finances together.
  • B.
    I want to align my money with my life & business.
  • C.
    I've been putting off saving for the future and I'm finally ready to start. 
  • D.
    I need higher level financial advice. 
  • E.
    I need a financial plan.
• 6.
  How did you find Toujours Planning?

  • A.
    A friend or family member
  • B.
    Worth It podcast
  • C.
    Instagram
  • D.
    Facebook Ads
  • E.
    Other
• 7.
  Most importantly, which team are you on?

  • A.
    Pizza
  • B.
    Cheeseburgers
  • C.
    Don't make me choose!

Quiz Outcomes

• 1.
  Looks like we might be a great fit!

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  We’d absolutely love to schedule your official fit meeting so we can determine if we would enjoy working together. No pressure, no decisions made—it is strictly a “get to know each other” meeting to see how we work together. *Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through GWM Advisors, a registered investment advisor. GWM Advisors and Toujours Planning are separate entities from LPL Financial.
• 2.
  We’re not quite a fit to work together one-on-one...yet. 

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  But we've got something in the works designed to meet you where you're at right now. While you wait, we’d love to give you our Financial Planning Handbook, filled with resources geared towards understanding the basics of financial planning. This Handbook will help you figure out where you are financially, as well as what you can do to start moving toward your goals. AND if you answered that you've put off saving and are finally ready to start, we want to point you in the right direction! Just because you can't invest with us right now doesn't mean you should continue to put it off. We recommend using www.betterment.com to get started on your investing journey. They do not provide the human, one-to-one support like Toujours Planning does, but their user-friendly website will point you in the right direction. Starting that investment journey, coupled with our free resources below, will help set you up to work towards your financial health goals. And we'll be in touch just as soon as our new offering is ready, too! Is your situation unique or do you have a particular question for us? Email us at hello@toujoursplanning.com and we’d love to guide you in the right direction. *Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through GWM Advisors, a registered investment advisor. GWM Advisors and Toujours Planning are separate entities from LPL Financial.
• 3.
  Looks like we’re not quite a fit to work together one-on-one...yet.

  Image Source

  But we've got something in the works designed to meet you where you're at right now. While you wait, we’re giving you our three-scenario roadmap to help you envision your most ideal life. When you understand what you want to do with your life, you can get clear on how money fuels those goals. The roadmap will also help you make financial choices that reflect your values.And we'll be in touch just as soon as our new offering is ready! Is your situation unique or do you have a particular question for us? Email us at hello@toujoursplanning.com and we’d love to guide you in the right direction. *Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through GWM Advisors, a registered investment advisor. GWM Advisors and Toujours Planning are separate entities from LPL Financial.