First Name
*
Last Name
*
Email
*
What is your annual household income?
*
Under $65,000
$65,000 - $100,000
$100,000 - $200,000
Over $200,000
Do you have an emergency fund?
No savings
Less than 3 months expenses
3 months or more of expenses saved
What is your current debt situation (excluding mortgage)?
High debt, struggling with payments
Some debt, payments are manageable
Little to no debt
What is your credit score?
Below 600
600-669
670-739
740 or above
Are you currently investing for the future?
Not investing
Some retirement savings
Active investment strategy