Questionnaire Please enable JavaScript in your browser to complete this form.How well do you know where your money goes each month? *I track every pennyI have a rough idea’m usually left wondering where it all went…Do you know the total sum of your debt and the interest rates you're paying? *I have no debt with interest rates over 7%.Yes, down to the last cent and percentage.I don’t even want to look!How clear is your retirement plan – do you know how much you need and by when? *Fully planned, with a doable timeline.I've thought about it, but I'm probably off track.Retirement planning is on my 'later' list.Are you tracking your net wealth annually? *Yes, I've got a ritual where I update it every year.I have a general sense of it, but not documented.Net what now?Do you regularly set aside money for savings? *Every month, without fail.Sometimes, when I have extra money’m just trying to pay the bills at this point.How confident are you in making investment decisions? *You could mistake me for Warren Buffet.I dabble, but I'm no expert.Investing intimidates me.Are you generating any passive income from investments? *Yes, my money's making money.I have some money invested, but I haven't been intentional about it.I wouldn’t even know where to begin.Last step! We need your info to share your results.Email *Submit
