Where are you on your personal journey to creating Financial Wellness in your life?

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Quiz Questions

1.
What is your overall financial confidence?
- A.
  
  Extremely confident!
- B.
  
  Fairly confident.
- C.
  
  Not very confident.
- D.
  
  Not at all confident.
2.
What is your level of involvement in your family’s overall financial situation?
- A.
  
  Involved in every aspect!
- B.
  
  Fairly involved.
- C.
  
  Not very involved.
- D.
  
  Not at all involved.
3.
What is your awareness of your personal money beliefs?
- A.
  
  I'm on it!
- B.
  
  Some awareness.
- C.
  
  Not much.
- D.
  
  Wait... What are money beliefs???
4.
What is your ability to have conversations about money with loved ones?
- A.
  
  Super comfortable!
- B.
  
  Fairly comfortable.
- C.
  
  Not very comfortable.
- D.
  
  We don't talk about it - EVER!
5.
How would you rate your progress toward achieving the financial goals you've set?
- A.
  
  Knocking 'em all down!
- B.
  
  Hit the occasional goal.
- C.
  
  Not going very well.
- D.
  
  Financial goals???
6.
Do you understand your net worth and what it means to you?
- A.
  
  Absolutely!
- B.
  
  Sort of...
- C.
  
  Not really...
- D.
  
  Net what?
7.
What is your level of awareness around how you spend money?
- A.
  
  Got it - down to the penny!
- B.
  
  I have a pretty good idea.
- C.
  
  Not too sure.
- D.
  
  I just spend.
8.
What is your level of competence around understanding your investments?
- A.
  
  I know exactly what I'm invested in and why!
- B.
  
  I ask questions and make an effort to learn.
- C.
  
  Most of it goes over my head.
- D.
  
  Absolutely no clue.
9.
Do you have the types and amounts of insurance coverage you should?
- A.
  
  I'm properly covered for stage of life!
- B.
  
  I'm pretty sure I have the coverage I should.
- C.
  
  I know I have some insurance.
- D.
  
  Why do I need insurance?
10.
Do you have an estate plan in place that has been communicated to the appropriate people?
- A.
  
  Estate plan in place and communicated! Check and check!
- B.
  
  Working on my estate plan.
- C.
  
  Is a will part of an estate plan?
- D.
  
  No idea what you're talking about.
11.
Are you optimistic about your financial future?
- A.
  
  Absolutely - I see financial freedom happening!
- B.
  
  I'm on the right track, but there's more work to be done.
- C.
  
  I'm not sure I'd say optimistic...
- D.
  
  I'm afraid I'll become a bag lady...
12.
Do you think learning more about your financial situation would reduce your stress around money?
- A.
  
  I already know what I need to know - no stress here!
- B.
  
  I know some things, but should learn more.
- C.
  
  I definitely could benefit from gaining more knowledge.
- D.
  
  HELP - my health and relationships are definitely being negatively affected by my financial stress.

Quiz Outcomes

1.

You are...

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Find out what your score revealed about your financial wellness and get some tips on how to move forward in your financial journey!
2.

You are...

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While you aren't completely oblivious when it comes to your financial situation, you also aren't making much of an effort on this front. You need to come to the realization that you need to get involved - now!Ellegant Wealth offers a variety of Signature Offerings so you can choose the path that works best for you.
3.

You are...

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The situation is not ideal, but you're on the right track. You are moving forward and increasing your knowledge. With a little more concentrated effort and determination, you will find yourself in a much better financial situation.Ellegant Wealth offers a variety of Signature Offerings so you can choose the path that works best for you.
4.

You are...

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You appear to have a strong grasp of your financial situation and the concepts. You are probably experiencing a feeling of abundance at this point. You must have a deep interest in this subject and possibly enjoy helping others learn more as well. I would encourage you to continue growing your knowledge around this topic. Make yourself a Financial Superstar!Ellegant Wealth offers a variety of Signature Offerings so you can choose the path that works best for you.

Where are you on your personal journey to creating Financial Wellness in your life?

During my 34 years working in wealth management,I found that most women fell into one of these four levels: Blissfully UnawareDefinitely Distressed Casually CuriousFinancially FocusedI&#x27;m so excited to find out which one best describes you I can hardly stand it. So go take the quiz already!

Quiz Questions

Quiz Outcomes

During my 34 years working in wealth management,I found that most women fell into one of these four levels: Blissfully UnawareDefinitely Distressed Casually CuriousFinancially FocusedI'm so excited to find out which one best describes you I can hardly stand it. So go take the quiz already!