How do you earn income? *

In addition to any money I make from a job, I have a business and/or own real estate that generates income

I am unemployed/underemployed?

I have a job that pays enough for me to save money every month

Even if I don't do anything, I make more money than I need from the income my business, investments or real estate generate

I have a job that pays me just about as much as my monthly bills; I live paycheck-to-paycheck

When it comes to monthly living expenses, which of these best describes you? *

Even after paying my monthly bills, taking care of retirement, and making investments, I have extra money left over

I can't pay all my bills every month

I easily pay my bills every month and have enough to contribute to my retirement fund and make investments

I can pay my bills but often experience financial set-backs when unexpected things come up

I'm not concerned about money for day-to-day things

Which of these options comes closest to describing your feelings about money? *

I am confident that I have enough money to fulfill my financial goals

I am confident I have enough money to fulfill both my financial goals and for generations of my family after me

I usually feel okay about my finances, but if an unexpected expense comes up I get stressed and worry about going into a financial crisis

I'm always worried about not having enough money to meet my financial obligations

I feel good about my financial situation, but I still spend some time worrying about whether all my long term financial goals are on track

Do you own real estate? *

Yes

No

Which of these best describes your real estate situation? *

I own my home

I own my home and one residential investment property

I own multiple income-producing investment properties

I own a commercial real-estate portfolio

Do you own a business *

Yes

No

Does your business generate enough profit (revenue minus expenses) to give your an income that covers your monthly obligations?

Yes

No

If you could change one thing about your financial situation, what would it be? *

What is your email address? *