Are You Ready to Live Your Finer Life?

Welcome to your Finer Life quiz!
Take the quiz to discover what step you're currently at in your financial abundance journey.

Some questions allow multiple selections and some do not. If only one answer can be chosen, please select the one that matches you best.

Name

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I have tried the following solutions to date:

Increasing my household income

Saving where I can when I can

Budgeting

Time consuming research

Asking others for advice

Other

I haven't tried a solution to date

To achieve my goals, I am driven by these values:

My family

My life’s mission/faith

Supporting organizations and causes I believe in

Tangible rewards, including material possessions that showcase my hard work and accomplishments.

Personal Growth

Other

More time for the people and experiences I value

When it comes to accountability...

I am self-motivated to achieve my goals

I want to feel supported by a community who gets me

I prefer to work 1:1 with a trusted guide and expert

The time frame that I want to see change in this area of my life is...

ASAP (As soon as possible). I want this yesterday!

In the next 3-6 months

6 months - 1 Year

1 Year+

How comfortable are you with receiving feedback?

Very comfortable

Somewhat comfortable

Neutral

Uncomfortable

How do you typically respond to challenges or setbacks in your life?

I embrace them and see them as opportunities for growth

I try to work through them but can get discouraged

I tend to avoid challenges and setbacks

I get overwhelmed and give up easily

In a financial solution, I want…

A proven, done-for-me plan and timeline

To identify blind spots and gain clarity

To optimize my spending so that I can work smarter not harder

To achieve my goals and have fun too

Help defining my financial goals

I do not have a clear idea of what this means to me right now

How much time and effort are you willing to commit to working with a mentor?

A significant amount of time and effort - I'll do what it takes!

Some time and effort - I'm willing to commit as much as I am able

Minimal time and effort - I am not sure how much I have available to dedicate

No time and effort - This is not an ideal time for me right now

How open are you to trying new things or taking risks?

Very open

Somewhat open

Neutral

Not open

My current annual household income is...

less than $100k

$100k - $150k

$151 - $250k

$251k+

Bonus Question: Hypothetically, if I could guarantee you that spending $1,000 with me today would help you save an additional $15,000 per year for the rest of your life, what would you say? (note, this isn't my real rate!)