Not sure where to start financially? Start with your Money Vision.

Money Vision Questionnaire

Before you start saving, investing, or building a financial plan, it's important to get clear on what you want your money to do for you.

This short questionnaire will help you think through your goals, your current money habits, your priorities, and the kind of financial future you want to build. Whether you're just getting started, trying to save more, interested in investing, or ready to create a stronger financial foundation, this form will help us begin the conversation with clarity.

This questionnaire is for you if you want to:

Once you complete the questionnaire, I'll review your answers and follow up with the next step.

1. Basic Information
Best way to contact you
2. Your Money Vision
3. Saving Goals
Are you currently saving money?
If yes, about how much do you save each month?
What are you currently saving for? (Check all that apply)
Do you currently have emergency savings?
4. Investing Goals
Have you ever invested before?
How comfortable do you feel with investing?
What would you like investing to help you accomplish? (Check all that apply)
How soon would you like to begin investing?
5. Financial Confidence
How confident do you feel about your current financial situation?
What area do you feel you need the most help with right now? (Check all that apply)
6. Current Financial Picture

You don't have to be perfect or exact. Estimate as best as you can.

Do you currently have income? (Check all that apply)
About how much money do you bring in monthly?
Do you currently have any debt?
If yes, what kind? (Check all that apply)
Do you currently have life insurance?
Do you currently have any retirement or investment accounts?
If yes, check any that apply
7. Your Priorities

Rank these in order of importance to you (1 = most important). It's okay to leave some blank.

8. Your Money Personality
Which statement sounds most like you?
When it comes to financial decisions, I usually:
What motivates you most? (Check all that apply)
9. Final Reflection
On a scale from 1–10, how ready are you to take action on your financial goals?

Your information is private and used only to help you plan your next best money move. Educational purposes only — not individualized investment, tax, or legal advice.

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Thank you for completing your Money Vision Questionnaire!

Your answers will help me better understand your goals, priorities, and what you want your money to do for you. The next step is to review your responses together and talk through your best next money move.

Please check your email or text messages for follow-up details.

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