Let's Build Your Financial Plan
What is your combined household income per year?
1
Less than $50,000
$50,000 to $100,000
$100,000 to $150,000
$150,000 or more
How much cash do you have in an emergency fund?
2
Less than $500
$500 to $1,000
$1,000 to $5,000
$5,000 or more
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How much debt do you have? (excluding mortgage)
3
Less than $5,000
$5,000 to $15,000
$15,000 to $30,000
$30,000 or more
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Do you plan to have a wedding or honeymoon in the future?
4
No
Yes, wedding and honeymoon
Yes, wedding only
Yes, honeymoon only
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What is your plan for housing in the future?
5
Rent a property
Buy a property
We currently own a property
No housing costs
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Do you think you will need to buy a car in the next 5 years?
6
Yes, 1 car
Yes, 2 or more cars
I like to lease my cars
No, I won't need a car
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Do you want any pets?
7
We already have pets
We would like 1 pet
We would like a few pets
No pets for us
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Do you want kids?
8
We already have kids
Yes, 1 or 2 kids
Yes, 3 or more kids
No kids for us
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How many years do you have until retirement?
9
5 years or less
5 to 10 years
10 to 20 years
20 or more years
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How would you prefer to spend extra money?
10
Travel someplace new
Buy a new toy
Do an activity, like a concert or dinner
Save it for later
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