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~Go in the Know; Passion, Purpose, Personal Finance~
Little Shop of HOPEFUL
Who do you think you are?
Living a life by design means you have a defined picture of what you want your life to look like and you are willing to take the necessary steps to make daily progress to this life you envision.
Can we text message you?
What is your age range?
51 and up
Where do you like to hang out on social media?
Other place(s) you like to hang out on social media?
Where do you like to eat? (Pick your 2 favorites.)
Fast Food Chains
Locally owned restaurants
Which best describes you:
Full time employed
What type of business do you own?
What is your highest level of formal education?
High School Diploma
2-year post secondary degree
Undergraduate Degree (4 year)
Trade or Apprenticeship Training (2-6 year)
Graduate Degree (6 year)
PhD or other Terminal Degree
Employment income type
Roughly, what is your annual household income (net only).
Are you married?
What are interested in regarding Living Your Life By Design? (Select all that apply.)
Paying off Debt
Health and Wellness as I age
Lifelong Learning Opportunities
Which best applies to you and your financial situation?
I know I am FRUSTRATED/DISGUSTED with the direction my financial life is taking.
I know exactly what I want my life to look like in 5, 10, 15 years and I have a PLAN IN PLACE that I am working consistently.
I know what I want in my life, but am completely OVERWHELMED WITH HOW to get there.
I know I am FINANCIALLY SECURE for the extent of my life.
My spending habits tend to follow this pattern. (Check one.)
I avoid spending money. The thought of money makes me queasy and anxious.
I have a monthly budget and I know where every dollar goes that I spend.
I spend money based upon how I feel on any particular day. I often use it to help me maintain my image.
I like to have fun with my money, but have a limit on what I spend it on. I really would like to just win the lottery to get me over the hump and make me happy.
What bothers you the most about the "ADVICE" being given online (or in other places) about personal finance?
Yes or No~ The BIGGEST STRESSER in my life right now is my personal finance.
What's your NUMBER 1 CHALLENGE in personal finance?
Why is this challenging for you?
Questions if SAVINGS is their #1 challenge.
I have a savings account.
I have a certificate of deposit (CD).
I have $1,000 in a savings account.
I save 10% of my income.
Questions if INVESTING is their #1 challenge.
My employer offers a retirement account (401K) AND I put money into it
I have a day trading account.
I have a financial planner/representative I can contact about my investments
I put a set amount of money into my investments on a monthly basis.
Questions if INSURANCE is their #1 challenge.
I have life insurance.
I have disability insurance.
I have long-term care insurance.
I have Private Mortgage Insurance (PMI.)
Questions if DEBT is their #1 challenge.
I have consumer debt (credit card).
I usually only pay the minimum payment monthly.
I have a plan for when each debt will be paid off.
I have mortgage debt.
I have an auto loan.
Questions if Budgeting/Spending Plans are #1 Challenge
I use a monthly app/program to track my spending.
-I know exactly how much to save each month.
- I know the difference between a budget and a spending plan.
I track my expenses.
Questions if #1 Challenge is INCOME
I get anxiety, upset, or angry when I have to think about my yearly income.
I believe I would be much happier if I could have an extra $5, 000 per month.
I have a side hustle/part-time job.
I use/want to use extra money to pay down debt.
Live your financial life by design, not by default.