Financial Wellness Quiz | Square One Financial Coaching

First Name *

E-Mail *

Phone Number (Optional)

1. How do you feel about your current financial situation? *

Stressed and Overwhelmed
Managing, but barely keeping up
Comfortable, but not maximizing
Confident and on track with clear goals

2. Do you track your spending each month? *

Never
Sometimes
Yes, but inconsistently
Yes, consistently

3. What's your savings situation right now? *

I have no savings
Less than 1 month of expenses
1-3 months of expenses
More than 3 months of expenses

4. How are you managing debt? *

I'm falling behind on payments
I make payments but balances don't shrink
I'm paying debt down slowly
I'm debt free

5. What's your #1 financial goal right now? *

Get out of debt
Stop living paycheck-to-paycheck
Save for a big milestone
Build long-term wealth