When you hit a setback on a goal, what’s your default move?
How consistently do you save or invest?
How do you learn money/career skills?
Your wealth time horizon is…
How do you track your money each month?
When facing a calculated risk, you…
What’s your relationship with mentors and networks?
How often do you work on increasing your earning power?
How would your best friend describe your perseverance?
High-interest debt and you…
How clear are your money goals (e.g., savings rate, net worth)?
When buying things, you mostly…
When your plan flops, how fast do you adapt?
How many income streams do you have (or building)?
Your investing style is closest to…
How are your energy habits (sleep, movement, stress)?
Longest project you finished despite boredom/frustration?
How do you protect your focus?
When you get tough feedback about your work…
Pick the weekend you’d most enjoy (be honest):
