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Financial Pain & Goals questionnaire

I have high‑interest debt (credit cards, personal loans, etc.)

I live paycheck to paycheck with no savings

I feel lost or anxious about money in general

I want to invest but don’t know where to start

I have investments but no clear plan or strategy

Watched YouTube videos / read articles or books

Worked with a professional (coach/advisor) before

Helped a little, but I slipped back into old habits

Helped somewhat, but my problem is not fully solved

Helped a lot; I just need extra guidance/accountability now

Somewhat urgent – I want to see progress in the next 3 months

Important, but not urgent – within the next 6–12 months

Nice to fix someday, but not a priority right now

10/10 – I’m fully ready to do what it takes

8–9/10 – I’m very motivated, just need direction

5–7/10 – I’m somewhat motivated, but I struggle with consistency

1–4/10 – I know I need help, but I’m not sure I’ll stick with it

Building an emergency fund and savings habits

Understanding investing basics and getting started

Organizing my overall financial picture and creating a plan

Changing my mindset and habits around money

Extremely stressed – it affects my sleep or relationships

Quite stressed – I think about it a lot

Somewhat stressed – it’s on my mind, but manageable

Not very stressed – I mostly want optimization and clarity