Wealth Accelerator Questionnaire

Working professional (full-time or part-time)

I don’t know where to start (too many options, overwhelmed)

I live paycheck to paycheck and can’t get ahead

I’m scared of losing money or making the wrong move

I don’t have the time or energy to learn and manage my money

I have a solid grasp on personal finance and actively work on growing

I’m financially confident and always looking to level up

Learning how to invest (clear steps for beginners)

Budgeting & saving (freeing up money without feeling restricted)

Making more money (career growth, side hustles, starting a business)

Building long-term wealth (financial independence, retiring early)

Accountability & motivation (staying consistent and on track with goals)

I’ve saved money but don’t know what to do next

I’ve started investing but feel unsure about my choices

I’m actively investing and growing my income

Never feeling stressed or anxious about money

Investments growing quietly in the background

More freedom to spend on things and experiences I enjoy

Quit my job and become “work optional”