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.
  What is your monthly gross revenue (aka the total of everything you make before expenses each month)?

  • A.
    Below 50k
  • B.
    50k-70k
  • C.
    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
  • 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 can tell you’re well on your way to becoming financially secure. In the future, we’d love to help you as you continue on your financial journey. For the time being, 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. 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.

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  But we can tell you’ve got what it takes to become financially secure. In the future, we’d love to help you on your journey. For now, 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. 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.