Financial Mindset Assessment

JavaScript isn't enabled in your browser, so this file can't be opened. Enable and reload.

This financial mindset assessment is designed to help you understand your mindset, beliefs and personality traits when it comes to finances. We'll analyze this information, provide with a score and provide ways to help you improve.

Email *

1. What emotion do have when discussing finances? *

2. Besides saving for retirement, what is your financial purpose? *

3. How would you define Financial Security? *

4. Do you have a 401k? *

Yes

5. Where do you get your financial planning advice or approach from? *

6. How old were you when you determined your financial purpose? *

20 to 30 years old - School/Starting Career

30 to 40 years old - Mid Career

40 to 50 years old - Late Career

50 to 60 years old - Late Career/Retired

7. Which mindset value is most important to you at this time: time, money or energy? *

Time

Money

Energy

8. What is your primary source of income? *

Job

Career

Investments

Submit

Clear form

Never submit passwords through Google Forms.

This form was created inside of HUFF Real Estate Group.

Does this form look suspicious? Report

Forms