Get Your Wealth-Building Blueprint

Quiz Questions

• 1.
  What best describes your relationship with your money?

  • A.
    I can't bring myself to look at my finances 😨
  • B.
    I love learning about money and making money moves
  • C.
    I know there's so much more I could be doing
  • D.
    I'm stressed and don't know where to start.
• 2.
  Tell me about your credit cards.

  • A.
    I use credit cards and pay them off in full each month
  • B.
    I have some credit card debt but I have a manageable plan to pay it off
  • C.
    I feel overwhelmed by my credit card debt
  • D.
    I am worried my credit card debt will keep building
• 3.
  Do you have a rainy-day fund?

  • A.
    I have some rainy-day funds but I'm still building it up
  • B.
    Not yet
  • C.
    Yes, and it's fully funded
  • D.
    What's a rainy-day fund?
• 4.
  How do you feel about investing?

  • A.
    I'm investing in my retirement accounts and in a brokerage account
  • B.
    I find investing terrifying but know I should be doing it
  • C.
    I invest but I'm not confident in my choices
  • D.
    I'm prioritizing other goals
• 5.
  How would you describe your money knowledge?

  • A.
    A beginner who's eager to learn
  • B.
    I know the basics but am looking to level up
  • C.
    I know I should learn more but I'm avoiding it
  • D.
    I'm a pro who's always learning
• 6.
  How do you feel about spending?

  • A.
    I feel guilty whenever I spend because I know I can't afford it
  • B.
    I feel guilty when I spend because I'm not sure if I can afford it
  • C.
    I spend on what's important to me and feel good about it
  • D.
    I want to make some lifestyle upgrades if I can make it work
• 7.
  What's your top priority money goal right now?

  • A.
    Pay off debt
  • B.
    Build my savings
  • C.
    Grow my wealth (via investing)
  • D.
    Keep leveling up my finances
• 8.
  How much are you currently saving/investing each month?

  • A.
    $0-100
  • B.
    $100-500
  • C.
    $500-1,000
  • D.
    $1,000+
• 9.
  How motivated do you feel to build your wealth?

  • A.
    Let's do this!
  • B.
    Motivated but cautious that it will actually work
  • C.
    Motivated now but worried I'll lose steam
  • D.
    Not motivated at all
• 10.
  Do you feel like you have choices and freedom? 

  • A.
    Yes, I can make choices and have options
  • B.
    Somewhere in the middle
  • C.
    No, I feel stuck

Quiz Outcomes

• 1.
  You're a... "Foundational Financier"

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  You're doing the incredibly important work of building your financial foundation. And I know... it's not for the faint of heart.It's normal to feel stressed or avoid looking at your finances, but I promise there's so much more power and freedom in facing them than avoiding them. You don't have to transform your financial life overnight. It's about taking small, manageable actions over time. Start here ⬇️Your Personalized Wealth-Building BlueprintYou don't need to do all of these at once. Pick the one that feels most helpful (and doable) right now and start there.→ If your expenses feel out of control, start by tracking where your money goes with a money journal. Just write down what you spent and how much it cost. If you forget to write something down, no problem. Try your best to remember and pick up where you left off. → If you want to start earning money while you sleep, open a high-yield savings account to build your rainy-day fund. Here are my favorites.→ If you're not sure how much you need in savings, calculate your ideal rainy-day number. Think through a few emergency situations like job loss or a family illness (fun, I know 😅). How many months of expenses would you like to have saved? What would you monthly spending look like? Multiple the two, and voila! → If you have debt, take inventory of what you owe. List out each piece of debt, the balance, the monthly payment, payment due date, interest rate, and limit (if it's a credit card).→ If you're ready to put together a spending plan, use my proven budgeting spreadsheet. It's a living document. It doesn't have to be perfect. Make it better and better over time as you see what's actually happening. And celebrate each step you take. I really mean it. Together we'll shift our money moves from a "have to" to a "want to." Let me introduce myself...Hello, hello 👋 I'm Ashley Feinstein Gerstley.I’m an author, CFP® professional, money coach and founder of the Fiscal Femme.After studying finance in college (at Wharton) and working in finance (as an investment banker and in corporate finance), I still knew nothing about my own money.When I switched from my high paying investment banking job to a job with a better lifestyle, I took a big pay cut and had to figure my money out. I started a blog (back in 2011) to share what I was learning and the rest is history.I now spend my days talking (and thinking) about how to get you wealthy. The Fiscal Femme community has grown to over 250K and I have two books - The 30-Day Money Cleanse and Financial Adulting. P.S. Come hang with me on Instagram, where I share daily money tips and behind-the-scenes of my own money journey.
• 2.
  You're a... "Bread Builder"

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  You've built a solid financial foundation and that's worth celebrating. No, really, how will you celebrate?Now for the exciting part: You're ready to accelerate your wealth-building. You just need some direction and guidance.You're investing but want more confidence in your choices. You want to book the dream trip without guilt or finally upgrade your furniture. You want to make savvy money moves that optimize what you're earning. . I've got you. ⬇️Your Personalized Wealth-Building BlueprintYou don't need to do all of these at once. Pick 1-2 that feel most impactful and start there.Host your first Money Party. Set aside 30-60 minutes to show your money some love. Track last month's spending, check in on your goals, and handle any financial to-dos. We do this together in The Money Club each month (it's way more fun with friends).Start to build your financial dream team. Share your top priority goal with one person (a bestie, family member or coworker). When the people who love us know our goals, they can support us (vs. unknowingly sabotage us). And it often becomes reciprocal. Sneak up your retirement savings. Increase your 401(k) or IRA contributions by just 1%. You won't even notice it. Then, set a reminder to bump it up again in a few paychecks. Before you know it, you'll be contributing so much more than you thought you could!Take inventory of your investments. Write down what you're currently invested in along with the ticker symbol, expense ratio, and what the investment is. Not sure if you're invested in the right things? That's something we tackle together in The Money Club. Practice asking for what you want. Building wealth means getting comfortable asking for what you deserve, even when it feels awkward. Start small: Ask your roommate to do the dishes, negotiate a lower phone bill, or advocate for yourself at work. I promise, it's wroth it and gets easier with practice.Let me introduce myself...Hello, hello 👋 I'm Ashley Feinstein Gerstley.I’m an author, CFP® professional, money coach and founder of the Fiscal Femme.After studying finance in college (at Wharton) and working in finance (as an investment banker and in corporate finance), I still knew nothing about my own money.When I switched from my high paying investment banking job to a job with a better lifestyle, I took a big pay cut and had to figure my money out. I started a blog (back in 2011) to share what I was learning and the rest is history.I now spend my days talking about (and thinking about) how to get you wealthy. The Fiscal Femme community has grown to over 200K and I have two books - The 30-Day Money Cleanse and Financial Adulting. P.S. Come hang with me on Instagram, where I share daily money tips and behind-the-scenes of my own money journey.
• 3.
  You're a... "Money Maven"

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  Congrats!!! You're building wealth and thriving. You've got the confidence backed up by the money prowess to prove it.Now you're ready to optimize your wealth-building, keep reaching your goals, and level up your money while you ENJOY your life. Yes, I said enjoy.I've got you. ⬇️ Your Personalized Wealth-Building BlueprintPick what resonates most and take action. Give yourself permission to enjoy your wealth. Sometimes Money Mavens get so good at building, that they have a hard time spending and enjoying. If you're hitting your savings and investing goals, it might be time for that conscious splurge you've been eyeing. The lifestyle upgrade. The guilt-free vacation. You've earned it.Maximize your tax-advantaged accounts. Max out your 401(k), contribute to an HSA or FSA, or fund a 529 plan (if applicable). These aren't just savings moves, they're wealth accelerators that compound tax-free.Surround yourself with other wealth-builders. It can feel lonely at the top, or hard to share your money wins and strategies without judgment. You need peers who get it. This is what The Money Club is all about: ambitious women optimizing their wealth, celebrating wins, and supporting each other's next-level goals.Take inventory of your investments. When's the last time you audited your asset allocation? Write down what you're currently invested in along with the ticker symbol, expense ratio, and what the investment is. Not sure if you're invested in the right things for your goals? That's something we tackle together inside The Money Club. Create (or update) your estate plan. It's not just about end-of-life planning, it's about protecting what you've built. Make sure you have a will, power of attorney, healthcare directive, and beneficiaries updated. Future you (and your loved ones) will thank you.Bonus: If you have kids (or young people) in your life. Start building their money confidence. Have open conversations about costs, set up an allowance system, involve them in spending decisions. Teaching the next generation is part of your legacy. (P.S. Are you using the UMTA free gains hack yet?)Let me introduce myself...Hello, hello 👋 I'm Ashley Feinstein Gerstley.I’m an author, CFP® professional, money coach and founder of the Fiscal Femme.After studying finance in college (at Wharton) and working in finance (as an investment banker and in corporate finance), I still knew nothing about my own money.When I switched from my high paying investment banking job to a job with a better lifestyle, I took a big pay cut and had to figure my money out. I started a blog (back in 2011) to share what I was learning and the rest is history.I now spend my days talking about (and thinking about) how to get you wealthy. The Fiscal Femme community has grown to over 200K and I have two books - The 30-Day Money Cleanse and Financial Adulting. P.S. Come hang with me on Instagram, where I share daily money tips and behind-the-scenes of my own money journey.