Discover Your Wealth Potential

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Quiz Questions

1.
1. Which statement best describes your current relationship with money?
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- A.
  I feel anxious checking my accounts and often avoid it
- B.
  I check my accounts but feel overwhelmed by financial decisions
- C.
  I'm comfortable managing daily finances but uncertain about investing
- D.
  I feel confident and in control of my financial decisions
2.
2. When thinking about your financial future, which feels most true?
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- A.
  I worry I've fallen too far behind to catch up
- B.
  I'm making progress but don't know if it's enough
- C.
  I have a plan but sometimes doubt my decisions
- D.
  I'm confident I'm on track for my goals
3.
3. How do you feel about making investment decisions?
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- A.
  I avoid them because I'm afraid of making mistakes
- B.
  I make them but often second-guess myself
- C.
  I research carefully but still feel uncertain
- D.
  I make decisions confidently based on my strategy
4.
4. Which best describes your emergency fund situation?
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- A.
  I have less than one month of expenses saved
- B.
  I have 1-3 months of expenses saved
- C.
  I have 3-6 months of expenses saved
- D.
  I have 6+ months of expenses saved"
5.
5. How would you describe your debt situation?
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- A.
  I'm struggling with credit card debt and feel overwhelmed
- B.
  I have some credit card debt but make more than minimum payments
- C.
  I have mortgage/car loans but no credit card debt
- D.
  I'm completely debt-free except my mortgage
6.
6. Which describes your monthly cash flow?
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- A.
  I often worry about covering basic expenses
- B.
  I cover expenses but struggle to save consistently
- C.
  I save regularly but want to save more
- D.
  I consistently save and invest 20%+ of my income
7.
7. How are you currently investing for the future?
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- A.
  I'm not investing or only through my employer's 401(k)
- B.
  I invest in my 401(k) and occasionally add to savings
- C.
  I regularly invest in retirement and some individual stocks
- D.
  I have a diversified investment strategy across multiple assets
8.
8. What's your biggest barrier to investing more?
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- A.
  I don't know where to start or who to trust
- B.
  I worry about making the wrong investment choices
- C.
  I invest but wonder if I could be doing better
- D.
  I'm confident in my investment strategy
9.
9. How clear is your retirement vision?
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- A.
  I avoid thinking about it because it feels overwhelming
- B.
  I have a general idea but no specific plan
- C.
  I have a plan, but I wonder if it's enough
- D.
  I have a clear vision and strategy for retirement
10.
10. Which best describes your financial legacy planning?
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- A.
  I haven't started planning yet
- B.
  I have basic insurance but no estate plan
- C.
  I have some elements in place but need to organize better
- D.
  I have a comprehensive estate and legacy plan

Quiz Outcomes

1.
The Emerging Wealth Builder
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• Strong desire for change but feeling stuck • Needs foundation-building support • Ready for transformational guidance • Primary focus: Building financial confidence and basic systems
2.
The Advancing Achiever
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• Making progress but seeks validation • Has basics in place but lacks optimization • Ready for strategic guidance • Primary focus: Optimizing current strategies and building confidence
3.
The Strategic Wealth Creator
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• Good foundation but seeking optimization • Ready for advanced strategies • Wants validation of current approach • Primary focus: Advanced investment strategies and wealth acceleration
4.
The Confident Wealth Master
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• Strong foundation and confidence • Seeking optimization and legacy planning • Ready for advanced wealth strategies • Primary focus: Legacy planning and wealth multiplication

Discover Your Wealth Potential

Financial Clarity Assessment

Quiz Questions

Quiz Outcomes