A
Generating more income
B
Closely tracking my expenses
c
Building a savings account
D
Making increased investments
Which of the following are you most interested in achieving by the end of the year?

A
How much I’m making
B
How much I’m spending
c
How much I’m saving
D
How much I’m investing
When I think of my finances,
the area I’m most concerned about is:

A
Created a secondary source of income
B
Reduced/eliminated my debt
c
Built 3-6 months worth of an emergency fund
D
Increased/started an investment account
By the end of the year,
I would feel happiest if I:

A
Increasing your net worth to equal 2x your annual salary
B
Becoming entirely debt-free
c
Saving up for a large purchase (like a wedding, home, or car)
D
Investing through 401(k)s, IRAs, or other accounts in order to retire comfortably
What is your long-term goal with your finances?

INCOME!
RETAKE QUIZ
Look into creating another stream of income, whether it’s starting a side hustle, asking for a raise, or taking on another job.
Your financial focus for the rest of the year is....
Your financial focus for the rest of the year is....
RETAKE QUIZ
Expenses/Debt!
Find ways to reduce your expenses and debt, such as setting budgets for yourself each month or setting aside money to tackle your debt.
RETAKE QUIZ
SAVINGS!
Ensure you have an emergency fund that covers at least 3-months worth of expenses in case of a financial emergency. If you already have one, focus on increasing your current savings account for the long-term.
Your financial focus for the rest of the year is....
RETAKE QUIZ
INVESTING!
Set aside money each month for investing! Make sure you’re setting yourself up for the long-term, you have a diverse portfolio, and that your investment strategy is part of a sound financial plan.
Your financial focus for the rest of the year is....