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Try and give us your best answers. We look forward to getting to know you!
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What is your gender?
Male
Female
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How old are you?
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What is your highest level of education?
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What is your annual income?
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What is your relationship status?
Single
Married
Divorced
Widowed
Common Law
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How old is your Spouse?
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What is your Spouse's annual income?
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How old is your Partner?
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What is your Partner's annual income?
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How many children do you have?
0
1
2
3
4
5+
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How old is your youngest child?
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What is your housing situation?
Rent
Own
None of the above
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How much is your monthly rent payment?
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How much is your monthly mortgage payment?
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What is the balance remaining on your mortgage?
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What interest rate are you paying on your mortgage?
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What is your credit score?
Excellent: 750-850
Good: 700-749
Fair: 650-699
Poor: 550-649
Bad: 350-549
Don't Know
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Are you monitoring your credit score with an online service?
Yes
No
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What type of credit cards do you have? (Select all that apply)
None
Secured
Student
No Fee
Cash Back
Balance Transfer
Travel Rewards
Business
Other
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Are you following a budget every month?
Yes
No
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Do you have any student loan debt?
Yes
No
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How much is your student loan debt?
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What is your monthly student loan payment?
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What interest rate are you paying on your student loans?
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Do you have any credit card debt?
Yes
No
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How much is your credit card debt?
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What is the average interest rate on your credit card debt?
High: 18 - 25%+
Medium: 14 - 17.99%
Low: 10 - 13.99%
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Do you have any life insurance coverage?
Yes
No
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How much life insurance coverage do you have?
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What is your monthly life insurance payment?
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Do you have $1,000 of savings in case of emergency?
Yes
No
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How much savings do you have? (Not including retirement)
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Do you have savings for retirement?
Yes
No
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How much retirement savings do you have?
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Do you have a will?
Yes
No
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What are your financial goals moving forward? (Select all that apply)
Improve credit score
Pay off student loans
Pay off credit cards
Buy a house
Buy a car
Make more money
Start saving money
Change careers
Start investing
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Preparing your Wealtha Plan...
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Responses analyzed
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Action steps generated
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Success! Your Wealtha Plan is ready and contains your personalized action steps
