Money Fundamentals Questionnaire
Answer the below questions to be considered for an upcoming ElleFactor Circle spot.

Don't overthink it, and don't spend too much time on it. We just want to make sure each space in a Circle is filled by someone willing to dig into their financial life. Please note you may need to do some calculations to answer certain questions, but the reason is to get you "looking under the hood" as that's what we'll be doing in each Circle.

Email address *
First & Last Name *
Your answer
Where do you live? City, State *
Your answer
Are you a: *
Required
What do you do for income? (Job & Title or non-W2 work) *
Your answer
What is your annual income? *
Your answer
Do you bring in additional income and how? (Ex. Side hustle, side business, freelance work, etc) *
Your answer
How would you rate your relationship with money? 1 being "not good" and 10 being "excellent" *
Not Great
Fantastic
What is your biggest, most audacious personal goal? *
Your answer
What is your biggest financial goal? *
Your answer
Do you have your financial goals outlined and are they physically written down somewhere? *
What has been your biggest financial accomplishment to date this year? *
Your answer
How do you feel about this statement: Money is a tool. Money is a quality resource I can use to design the life I want. *
What is your credit score right now? *
Your answer
Did you have to look it up? *
Do you have an emergency savings fund? *
How much is in it currently it? *
Your answer
If your emergency fund it's not fully loaded, how much do you want to have in it? *
Your answer
What % APY is your savings account earning you? *
What is your approximate take home (net) income per month? *
Your answer
On average how much are you currently saving per month? *
Your answer
Do you invest? *
Do you have a brokerage account separate from a 401k, IRA, or other tax-advantaged account? *
If yes, what platform do you use? (Ex. Vangaurd, Betterment, WealthSimple, etc)
Your answer
Do you stock pick? *
What's your debt / income ratio. (Take your total monthly fixed debt payments (min cc payments, mortgage, car, school loans, etc) and divide that into your monthly income. Example: $2200 (monthly fixed)/$3800 (monthly income)= .578 or 58% *
Your answer
What does Financial Independence mean to you? *
Your answer
How old are you? *
Your answer
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