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Initial Diagnostic
Q1 :What describes your income source
*
A
Agency Work
B
Employed
C
Self-Employed Contractor
D
Business Owner/Entrepreneur
Q2 :Income Stability
*
A
Fixed monthly income
B
Variable but predictable
C
High variable
D
Multiple income streams
Q3:Budgeting System
*
A
No tracking
B
Occasional checking
C
Monthly checking
D
Weekly/daily checking
Q4:Emergency Buffer
*
A
None
B
<1 month
C
1-3 months
D
3 months +
Q5 : Debt position
*
A
High consumer debt
B
Some manageable debt
C
Low/no debt
D
Strategically used debt
Q6:Income Visibility
*
A
I don't forecast income
B
I estimate loosely
C
I forecast monthly
D
I forecast 3-6 months
Q7:Financial tool usage
*
A
None
B
Basic banking apps
C
Spreadsheet tracking
D
Full financial dashboard system
Q8:Financial stress frequency
*
A
High stress often
B
Occassional stress
C
Controlled
D
Minimal stress/none
Q9:Decision style
*
A
Reactive
B
Cautious but inconsistent
C
Structured
D
Systems-driven
Q10: Goal clarity
*
A
No clear goals
B
Vague goals
C
Clear written goals
D
Formal financial plan
Q11:Income growth strategy
*
A
Not thinking about growth
B
Passive interest
C
Actively trying to grow
D
Structured growth system in place
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