Survey of my financial life as a business owner
What year did you start your business?
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At what stage is your business?
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At what stage is your business?
How is your business funded? (Select all the apply)
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How is your business funded? (Select all the apply)
Number of employees (other than founders)
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Target annual sales this year (optional)
How much does the business allow you to pay yourself in salary / dividends?
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How much does the business allow you to pay yourself in salary / dividends?
How do you support your lifestyle? (Select all that apply)
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How do you support your lifestyle? (Select all that apply)
How would you describe yourself? (Select top 2)
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How would you describe yourself? (Select top 2)
What motivated you to start a business? Do you enjoy it? Why?
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What is your biggest fear around being a business owner?
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When you think about your personal financial future, what timeframe do you typically consider?
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When you think about your personal financial future, what timeframe do you typically consider?
What does financial success look like for you?
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What does financial success look like for you?
Which of these financial strategy statements are correct for you (even if pre-revenue, think about your ultimate goals):
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Which of these financial strategy statements are correct for you (even if pre-revenue, think about your ultimate goals):
What are the top 3 priorities of your business financial plan (in order of priority):
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What are the top 3 priorities of your business financial plan (in order of priority):
What are the top 3 priorities in your personal financial planning today (in order of priority):
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What are the top 3 priorities in your personal financial planning today (in order of priority):
How do you do business financial planning? Select all that apply.
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How do you do business financial planning? Select all that apply.
On a scale of 1 to 10, how well do the business financial planning tools work for you?
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What is great about your business financial planning approach?
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What is frustrating about your business financial planning approach?
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What do you wish you could change in your business financial planning approach?
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How often do you check your business financial strategy every year?
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How often do you check your business financial strategy every year?
How do you do personal financial planning? Select all that apply.
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How do you do personal financial planning? Select all that apply.
On a scale of 1 to 10, how well do the personal financial planning tools work for you?
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What is great about your personal financial planning approach?
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What is frustrating about your personal financial planning approach?
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What do you wish you could change in your personal financial planning approach?
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How often do you check your personal financial strategy every year?
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How often do you check your personal financial strategy every year?
Are there any knowledge or skills gaps you feel you have in the areas of business finance?
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Are there any knowledge or skills gaps you feel you have in the areas of personal finance?
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Where do you go to find that knowledge?
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What are your top 2 social media platforms?
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What are your top 2 social media platforms?
Would you be open to a 30 min interview?
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Would you be open to a 30 min interview?
Would you like to get a summary of the survey results?
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Would you like to get a summary of the survey results?
Would you like to be a part of a founder Whatsapp community that talks about financial topics?
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Would you like to be a part of a founder Whatsapp community that talks about financial topics?
Whatsapp phone number (optional)
