Do you have debt?
*
Yes, I have some debt
Yes, but my only debt is a mortgage
No, I'm debt free
What type of debt do you have?
*
I have 5% or higher rate or collections (not including a mortgage)
I have debt that is 4.9% interest or lower and no collections (not including a mortgage)
Approximately, what percent of your total monthly spending is going to paying off debt?
*
90+%
70-89%
50-69%
30-49%
20-29%
Less than 20%
Roughly, what percentage of your paycheck goes into a retirement account? (not including employer match)
*
20+%
16-19%
11-15%
6-10%
1-5%
0%
What percent of your spending is going to necessities?
*
81+%
51-80%
Less than 50%
After necessities, roughly what percent of what's left over do you put in an investment account?
*
0%
1-5%
6-10%
11-15%
16-19%
20+%
What percentage of your money is spent on things you WANT? (ex. clothes, experiences, eating out...)
*
50+%
41-50%
30-40%
Less than 30%
Do you have any of the following debts: Collections, Pawn Debt, IRS, Payday loans?
*
Yes
No
Do you have a mortgage?
*
Yes
No
Since you have no other debt, what % of your income goes to your mortgage(s)?
*
70+%
50-69%
40-49%
34-39%
25-33%
Less than 25%
What % of your income goes to your mortgage(s)?
*
70+%
50-69%
40-49%
34-39%
25-33%
Less than 25%
What is your highest interest rate debt?
*
33+%
25-32%
20-24%
15-19%
10-14%
1-9%
If you add up all of your non-mortgage debt, what percentage of your average yearly pre-tax income is that total debt?
*
75+%
50-74%
40-49%
30-39%
20-29%
Less than 20%
What types of debt do you have? (Select all that apply to you)
*
Federal Student Loans
Private Student Loans
Credit Cards 0% Interest
Credit Cards 1+% Interest
Buy Now/Pay Later Loan
Car Debt
401k loan or Life Insurance Loan
Personal Loan
Medical Debt
Business Debt
Utility Loan (Solar, Internet, Phone/Tablet)
Debt to friends or family
HELOC
Mortgage/Land
I have additional debt not listed in the options above
What is your age?
*
18-24
25-34
35-44
45-54
55-64
65+
(18-24) What % of your current total annual salary is in your retirement savings? (Not your contribution %, but your total salary)
*
Less than 10% of Annual Salary
10% of Annual Salary
20% of Annual Salary
30% of Annual Salary
40% of Annual Salary
50+% of Annual Salary
(25-34) What % of your current total annual salary is in your retirement savings? (Not your contribution %, but your total salary)
*
Less than 20% of Annual Salary
20% of Annual Salary
40% of Annual Salary
60+ of Annual Salary
80% of Annual Salary
100% of Annual Salary
(35-44) What % of your current total annual salary is in your retirement savings? (Not your contribution %, but your total salary)
*
Less than 30% of Annual Salary
30% of Annual Salary
40% of Annual Salary
60% of Annual Salary
80% of Annual Salary
100% of Annual Salary
(45-54) What % of your current total annual salary is in your retirement savings? (Not your contribution %, but your total salary)
*
Less than 100% of Annual Salary
100% of Annual Salary
200% of Annual Salary
300% of Annual Salary
500% of Annual Salary
700+% of Annual Salary
(55-64) What % of your current total annual salary is in your retirement savings? (Not your contribution %, but your total salary)
*
Less than 200% of Annual Salary
200% of Annual Salary
300% of Annual Salary
500% of Annual Salary
700% of Annual Salary
1,000+% of Annual Salary
(65+) What % of your current total annual salary is in your retirement savings? (Not your contribution %, but your total salary)
*
Less than 300% of Annual Salary
300% of Annual Salary
500% of Annual Salary
1,000% of Annual Salary
1,200% of Annual Salary
1,500+% of Annual Salary
How much money do you have in an emergency fund?
*
0 months of living expenses
1 month of living expenses
2 months of living expenses
3 months of living expenses
4 months of living expenses
6 months of living expenses
Do you own any real estate?
*
Yes
No
How much real estate do you own?
*
I own my primary residence with NO debt and one or more additional cash flowing properties with NO debt
I own my primary residence with NO debt and one or more additional cash flowing properties WITH debt
I own my primary residence WITH debt and one or more additional cash flowing properties WITH debt
I own my primary residence with NO debt
I own my primary residence WITH debt
🥳
ALL DONE!
All that's left is to enter your info below to see your score!
Full Name
*
Email
*
Total Count
Score Final