Financial Guide Home | Financial Guide Which type of account are you interested in placing your emergency savings? Please make a selection. High-yield savings account Money market account Checking account Short-term CDs Unsure Next Which type of account are you interested in placing your emergency savings? Please make a selection. High-yield savings account Money market account Checking account Short-term CDs Unsure Next Which type of account are you interested in placing your emergency savings? Please make a selection. High-yield savings account Money market account Checking account Short-term CDs Unsure Next Which type of account are you interested in placing your emergency savings? Please make a selection. High-yield savings account Money market account Checking account Short-term CDs Unsure Next Which type of account are you interested in placing your emergency savings? Please make a selection. High-yield savings account Money market account Checking account Short-term CDs Unsure Next What portion of your monthly income do you set aside for emergencies? Please make a selection. 10% or greater 5-9% Less than 5% Next Do you know how much your monthly contribution should be to meet your goal(s)? Please make a selection. Yes No Next Do you know how much your monthly contribution should be to meet your goal(s)? Please make a selection. Yes No Next Do you know how much your monthly contribution should be to meet your goal(s)? Please make a selection. Yes No Next Do you know how much your monthly contribution should be to meet your goal(s)? Please make a selection. Yes No Next Do you know how much your monthly contribution should be to meet your goal(s)? Please make a selection. Yes No Next Do you know how much your monthly contribution should be to meet your goal(s)? Please make a selection. Yes No Next Do you know how much your monthly contribution should be to meet your goal(s)? Please make a selection. Yes No Next Do you know how much your monthly contribution should be to meet your goal(s)? Please make a selection. Yes No Next Do you know how much your monthly contribution should be to meet your goal(s)? Please make a selection. Yes No Next Do you know how much your monthly contribution should be to meet your goal(s)? Please make a selection. Yes No Next Do you know how much your monthly contribution should be to meet your goal(s)? Please make a selection. Yes No Next Do you know how much your monthly contribution should be to meet your goal(s)? Please make a selection. Yes No Next Do you know how much your monthly contribution should be to meet your goal(s)? Please make a selection. Yes No Next Do you know how much your monthly contribution should be to meet your goal(s)? Please make a selection. Yes No Next Do you know how much your monthly contribution should be to meet your goal(s)? Please make a selection. Yes No Next Do you know how much your monthly contribution should be to meet your goal(s)? Please make a selection. Yes No Next Do you know how much your monthly contribution should be to meet your goal(s)? (18) Please make a selection. Yes No Next Do you know how much your monthly contribution should be to meet your goal(s)? Please make a selection. Yes No Next Do you know how much your monthly contribution should be to meet your goal(s)? Please make a selection. Yes No Next Do you know how much your monthly contribution should be to meet your goal(s)? (21) Please make a selection. Yes No Next What is your ideal timeline for achieving your financial goal(s)? Please make a selection. 1-5 years 5-10 years Greater than 10 years Next What is your ideal timeline for achieving your financial goal(s)? Please make a selection. 1-5 years 5-10 years Greater than 10 years Next What is your ideal timeline for achieving your financial goal(s)? Please make a selection. 1-5 years 5-10 years Greater than 10 years Next What is your ideal timeline for achieving your financial goal(s)? Please make a selection. 1-5 years 5-10 years Greater than 10 years Next What is your ideal timeline for achieving your financial goal(s)? Please make a selection. 1-5 years 5-10 years Greater than 10 years Next What is your ideal timeline for achieving your financial goal(s)? Please make a selection. 1-5 years 5-10 years Greater than 10 years Next How long will you be able to cover your necessary expenses? Please make a selection. I should be good for the foreseeable future I'm worried I won't be able to pay in the next 6 months I'm worried I won't be able to pay in the next 3 months I don't think I'll be able to pay next month Next How long will you be able to cover your necessary expenses? Please make a selection. I should be good for the foreseeable future I'm worried I won't be able to pay in the next 6 months I'm worried I won't be able to pay in the next 3 months I don't think I'll be able to pay next month Next How long will you be able to cover your necessary expenses? Please make a selection. I should be good for the foreseeable future I'm worried I won't be able to pay in the next 6 months I'm worried I won't be able to pay in the next 3 months I don't think I'll be able to pay next month Next How long will you be able to cover your necessary expenses? Please make a selection. I should be good for the foreseeable future I'm worried I won't be able to pay in the next 6 months I'm worried I won't be able to pay in the next 3 months I don't think I'll be able to pay next month Next How long will you be able to cover your necessary expenses? Please make a selection. I should be good for the foreseeable future I'm worried I won't be able to pay in the next 6 months I'm worried I won't be able to pay in the next 3 months I don't think I'll be able to pay next month Next How long will you be able to cover your necessary expenses? Please make a selection. I should be good for the foreseeable future I'm worried I won't be able to pay in the next 6 months I'm worried I won't be able to pay in the next 3 months I don't think I'll be able to pay next month Next How long will you be able to cover your necessary expenses? Please make a selection. I should be good for the foreseeable future I'm worried I won't be able to pay in the next 6 months I'm worried I won't be able to pay in the next 3 months I don't think I'll be able to pay next month Next How long will you be able to cover your necessary expenses? Please make a selection. I should be good for the foreseeable future I'm worried I won't be able to pay in the next 6 months I'm worried I won't be able to pay in the next 3 months I don't think I'll be able to pay next month Next How long will you be able to cover your necessary expenses? Please make a selection. I should be good for the foreseeable future I'm worried I won't be able to pay in the next 6 months I'm worried I won't be able to pay in the next 3 months I don't think I'll be able to pay next month Next How long will you be able to cover your necessary expenses? Please make a selection. I should be good for the foreseeable future I'm worried I won't be able to pay in the next 6 months I'm worried I won't be able to pay in the next 3 months I don't think I'll be able to pay next month Next Which bills do you feel pressured by the most? Please make a selection. Mortgage Rent Car Utilities (gas, electricity, water) Media services (cable, internet, streaming services) Groceries Health-related expenses Credit card payments Auto insurance Home insurance (if own a home) Next How long will you be able to cover your necessary expenses? Please make a selection. I should be good for the foreseeable future I'm worried I won't be able to pay in the next 6 months I'm worried I won't be able to pay in the next 3 months I don't think I'll be able to pay next month Next How long will you be able to cover your necessary expenses? Please make a selection. I should be good for the foreseeable future I'm worried I won't be able to pay in the next 6 months I'm worried I won't be able to pay in the next 3 months I don't think I'll be able to pay next month Next How long will you be able to cover your necessary expenses? Please make a selection. I should be good for the foreseeable future I'm worried I won't be able to pay in the next 6 months I'm worried I won't be able to pay in the next 3 months I don't think I'll be able to pay next month Next How long will you be able to cover your necessary expenses? Please make a selection. I should be good for the foreseeable future I'm worried I won't be able to pay in the next 6 months I'm worried I won't be able to pay in the next 3 months I don't think I'll be able to pay next month Next How long will you be able to cover your necessary expenses? Please make a selection. I should be good for the foreseeable future I'm worried I won't be able to pay in the next 6 months I'm worried I won't be able to pay in the next 3 months I don't think I'll be able to pay next month Next How long will you be able to cover your necessary expenses? Please make a selection. I should be good for the foreseeable future I'm worried I won't be able to pay in the next 6 months I'm worried I won't be able to pay in the next 3 months I don't think I'll be able to pay next month Next How long will you be able to cover your necessary expenses? Please make a selection. I should be good for the foreseeable future I'm worried I won't be able to pay in the next 6 months I'm worried I won't be able to pay in the next 3 months I don't think I'll be able to pay next month Next How long will you be able to cover your necessary expenses? Please make a selection. I should be good for the foreseeable future I'm worried I won't be able to pay in the next 6 months I'm worried I won't be able to pay in the next 3 months I don't think I'll be able to pay next month Next How long will you be able to cover your necessary expenses? Please make a selection. I should be good for the foreseeable future I'm worried I won't be able to pay in the next 6 months I'm worried I won't be able to pay in the next 3 months I don't think I'll be able to pay next month Next If you had more financial freedom, where would you spend it? Please make a selection. Travel Fine dining Shopping Transportation Home improvement Other Next Do you know how much your monthly contribution should be to meet your goal(s)? Please make a selection. Yes No Next What is your ideal timeline for achieving your financial goal(s)? Please make a selection. 1-5 years 5-10 years Greater than 10 years Next Which financial goal you need help with the most? Please make a selection. Pay off mortgage Pay off student debt Pay off car loan Pay down credit card debt Save for retirement Save for child's college tuition Other Next Which type of account are you interested in placing your emergency savings? Please make a selection. High-yield savings account Money market account Checking account Short-term CDs Unsure Next What portion of your monthly income do you set aside for emergencies? Please make a selection. 10% or greater 5-9% Less than 5% Next How long will you be able to cover your necessary expenses? Please make a selection. I should be good for the foreseeable future I'm worried I won't be able to pay in the next 6 months I'm worried I won't be able to pay in the next 3 months I don't think I'll be able to pay next month Next Which bills do you feel pressured by the most? Please make a selection. Mortgage Rent Car Utilities (gas, electricity, water) Media services (cable, internet, streaming services) Groceries Health-related expenses Credit card payments Auto insurance Home insurance (if own a home) Next What is your employment status? Please make a selection. Full-time Part-time Unemployed Next What is your employment status? Please make a selection. Full-time Part-time Unemployed Next Do you feel that you have financial freedom to make choices about how/where your money is spent (i.e. vacations, gift giving, investing, etc.)? Please make a selection. Yes, my finances do not place constraints on my spending habits Yes, but I would like to enjoy more financial freedom No, I sacrifice my "wants" for my "needs" Next Do you feel that you have financial freedom to make choices about how/where your money is spent (i.e. vacations, gift giving, investing, etc.)? Please make a selection. Yes, my finances do not place constraints on my spending habits Yes, but I would like to enjoy more financial freedom No, I sacrifice my "wants" for my "needs" Next Do you feel that you have financial freedom to make choices about how/where your money is spent (i.e. vacations, gift giving, investing, etc.)? Please make a selection. Yes, my finances do not place constraints on my spending habits Yes, but I would like to enjoy more financial freedom No, I sacrifice my "wants" for my "needs" Next How confident do you feel about achieving your financial goals? Please make a selection. I'm making progress and am confident I will meet my goals I have financial goals but haven't started working towards them I have not yet set financial goals Next How confident do you feel about achieving your financial goals? Please make a selection. I'm making progress and am confident I will meet my goals I have financial goals but haven't started working towards them I have not yet set financial goals Next How confident do you feel about achieving your financial goals? Please make a selection. I'm making progress and am confident I will meet my goals I have financial goals but haven't started working towards them I have not yet set financial goals Next Do you have a cash reserve readily accessible in the event of an unexpected financial loss or emergency? Please make a selection. Yes, and it would last about 6 months or greater Yes, but it would last only 3-5 months Yes, but it would last fewer than 3 months No, I don't have a fund for such circumstances Next Is your monthly income sufficient to cover your necessary expenses (i.e. groceries, rent, mortgage, utilities, etc.)? Please make a selection. Yes, and I have extra money left over Yes, but only enough to get by No, my expenses are greater than my monthly income Next Help us customize your recommendations Age range 18-25 26-35 35-50 50-65 65+ Homeowner Yes No Investment risk tolerance Low Moderate High Credit Score 300-579 580-669 670-739 740-799 800-850 Email Address Do not sell my personal information Information we collect and share about you
