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Quiz Questions

• 1.
  How would you rate your current financial knowledge? 

  • A.
    Beginner - I'm just starting to learn about personal finance. I know basics like budgeting and saving, but I'm still unsure about investing in stocks or understanding complex financial instruments.
  • B.
    Intermediate - I have a decent understanding of financial concepts. I feel comfortable managing my budget, have some knowledge of investing in stocks and bonds, and understand concepts like compound interest and diversification.
  • C.
    Advanced - I consider myself well-versed in financial matters. I actively invest in various asset classes, understand advanced investment strategies like options trading or real estate investing, and regularly analyze financial statements and economic trends.
• 2.
  How confident are you in managing your finances? 

  • A.
    Not confident
  • B.
    Somewhat confident
  • C.
    Very confident
• 3.
  What are your financial goals? 

  • A.
    Pay off debt
  • B.
    Buy a home
  • C.
    Save for retirement
  • D.
    Not sure where exactly
• 4.
  How realistic do you think your financial goals are? 

  • A.
    Not realistic
  • B.
    Somewhat realistic
  • C.
    Very realistic
• 5.
  What is your approximate annual household income? 

  • A.
    No current income
  • B.
    Less than $50,000
  • C.
    $50,000 - $75,000
  • D.
    $75,000 - $100,000
  • E.
    More than $100,000
• 6.
  What are your primary sources of income? (Select all that apply)

  • A.
    Salary/Wages
  • B.
    Self-employment income
  • C.
    Investment income
  • D.
    Rental income
• 7.
  How would you describe the stability of your current income? 

  • A.
    Very unstable
  • B.
    Somewhat unstable
  • C.
    Stable
  • D.
    Very stable
• 8.
  How would you describe your budgeting habits? 

  • A.
    I don't budget
  • B.
    I have a rough idea of my income and expenses
  • C.
    I keep a detailed budget and track my spending
• 9.
  How would you describe your spending habits? 

  • A.
    I spend less than I earn
  • B.
    I spend about as much as I earn
  • C.
    I spend more than I earn
• 10.
  Do you have a savings account? 

  • A.
    Yes
  • B.
    No
• 11.
  How much of your income do you save each month? 

  • A.
    Less than 5%
  • B.
    5% - 10%
  • C.
    10% - 20%
  • D.
    More than 20%
• 12.
  How much do you currently have saved?

  • A.
    Less than $500
  • B.
    $500 - $1,000
  • C.
    $1,000 - $5,000
  • D.
    $5,000 - $10,000
  • E.
    More than $10,000
• 13.
  How often do you make impulse purchases?

  • A.
    Rarely or never
  • B.
    Occasionally
  • C.
    Frequently
• 14.
  How much debt do you currently have (select the closest amount)

  • A.
    None
  • B.
    Less than $10,000
  • C.
    $10,000 - $50,000
  • D.
    More than $50,000
• 15.
  What types of debt do you currently have? (select all that apply)

  • A.
    Credit card debt
  • B.
    Student loans
  • C.
    Mortgage
  • D.
    Car loan
  • E.
    Personal loans
  • F.
    Payday loans
  • G.
    Other (please specify)
• 16.
  How do you currently manage your debt?

  • A.
    I make minimum payments monthly
  • B.
    I pay more than the minimum each month
  • C.
    I am actively working on paying off my debt
  • D.
    I don't have a debt repayment plan in place
• 17.
  How stressed do you feel about your current level of debt? 

  • A.
    Not stressed at all
  • B.
    Somewhat stressed
  • C.
    Very stressed
• 18.
  Do you currently have any investments? 

  • A.
    Yes
  • B.
    No
• 19.
  What investments do you have? 

  • A.
    Stocks
  • B.
    Bonds
  • C.
    Mutual Funds
  • D.
    ETFs (Exchange-Traded Funds)
  • E.
    Real Estate
  • F.
    Retirement Accounts (e.g., 401(k), IRA)
  • G.
    Cryptocurrencies
• 20.
  What percentage of your total assets do you currently have invested?

  • A.
    Less than 10%
  • B.
    10% - 25%
  • C.
    25% - 50%
  • D.
    More than 50%
  • E.
    I'm not sure
• 21.
  Have you ever participated in any financial education or coaching programs before?

  • A.
    Yes
  • B.
    No

Quiz Outcomes

• 1.
  We have the perfect program for YOU!

  Congratulations! Based on your quiz results, your recommended journey begins with Milestone 1: The Foundations. This group coaching program focuses on building a solid financial foundation and laying the groundwork for your financial breakthrough. During this 90-day program, we explore topics such as financial literacy, uncovering your budgeting style, and initiating essential budgeting strategies. Start your journey towards financial freedom by building a solid foundation for success.3 Benefits of Joining This Program1. Solid Foundation: By participating in this milestone, you'll build a solid foundation of financial literacy and budgeting skills, empowering you to make informed financial decisions.2. Increased Confidence: As you uncover your unique budgeting style and implement essential budgeting strategies, you'll gain confidence in managing your finances effectively, setting the stage for future success.3. Immediate Impact: The skills and knowledge gained during this phase will have an immediate positive impact on your financial well-being, setting you on the path towards financial freedom."The secret to getting ahead is getting started." - Mark TwainHi! I'm Angela Brock.I’m a certified financial coach who's helped hundreds of clients transform their mindsets and spending habits to reach their financial goals.No matter where you are financially right now, I give you the tools you need to become more financially literate, save more money, live the life you desire, and finally get rid of some of that money stress!You are ready to transform your financial situation but don't really know how. Whether you're just getting started or restarting (yet) again to gain control over your finances, rest assured that with Hello Breakthrough, you'll receive personalized guidance and support every step of the way.
• 2.
  Congratulations! You've got the right foundation. Now let's build on it...

  So, based on your quiz results, your recommended journey begins with Milestone 2: Overcoming Credit Barriers. This six-month group coaching program is all about diving deeper into financial management. You'll explore topics like understanding your credit score, managing debt effectively, and implementing savvy savings strategies. Plus, as part of this milestone, you'll have access to credit repair support at no extra cost. Get ready to take control of your financial health like never before!3 Benefits of Joining This Program1. Deeper Understanding: This milestone offers a deeper understanding of wealth management principles, including credit score management, debt mastery, and strategic savings, equipping you with the tools to navigate complex financial situations.2. Long-Term Stability: By mastering debt management & implementing strategic savings approaches, you'll establish a foundation for long-term financial stability and security for you & those that depend on you.3. Financial Empowerment: As you progress through this phase, you'll experience a sense of financial empowerment, knowing that you have the knowledge and skills to take control of your financial future and build wealth over time."Debt is like any other trap, easy enough to get into, but hard enough to get out of." - Josh BillingsHi! I'm Angela Brock.I’m a certified financial coach who's helped hundreds of clients transform their mindsets and spending habits to reach their financial goals.No matter where you are financially right now, I give you the tools you need to become more financially literate, save more money, live the life you desire, and finally get rid of some of that money stress!You are ready to transform your financial situation but don't really know how. Whether you're just getting started or restarting (yet) again to gain control over your finances, rest assured that with Hello Breakthrough, you'll receive personalized guidance and support every step of the way.
• 3.
  Impressive! You're ready to multiply your money

  Your results indicate that Milestone 3: Wealth Management is the perfect starting point for your journey. This program focuses on unlocking the power of investing and planning for life after you retire. During this two-month group coaching program, you'll dive deep into investment strategies, retirement planning essentials, and wealth-building techniques, all tailored to your unique financial aspirations and financial goals.3 Benefits of Joining This Program1. Investment Knowledge: Participating in this milestone will provide you with essential knowledge and strategies for investing and retirement planning, unlocking the potential for long-term wealth accumulation and financial security.2. Retirement Readiness: By exploring retirement essentials and wealth-building techniques, you'll gain confidence in your ability to plan for retirement and ensure a comfortable and fulfilling future.3. Lasting Prosperity: You'll emerge from this milestone with a clear roadmap for achieving lasting prosperity and financial freedom, setting the stage for a brighter financial future."The best time to plant a tree was 20 years ago. The second best time is now." - Chinese ProverbHi! I'm Angela Brock.I’m a certified financial coach who's helped hundreds of clients transform their mindsets and spending habits to reach their financial goals.No matter where you are financially right now, I give you the tools you need to become more financially literate, save more money, live the life you desire, and finally get rid of some of that money stress!You are ready to transform your financial situation but don't really know how. Whether you're just getting started or restarting (yet) again to gain control over your finances, rest assured that with Hello Breakthrough, you'll receive personalized guidance and support every step of the way.
• 4.
  Thank you for sharing your answers!

  Based on your quiz results, your recommended journey begins with our Mastering Money Mindset Workshop. This private curriculum is designed to shift your perspective towards your finances so you can achieve a breakthrough in the area(s) you have been praying for. "Your mindset determines your reality. Shift from scarcity to abundance, from fear to courage, and watch as your world transforms before your eyes." -AnonymousHi! I'm Angela Brock.I’m a certified financial coach who's helped hundreds of clients transform their mindsets and spending habits to reach their financial goals.No matter where you are financially right now, I give you the tools you need to become more financially literate, save more money, live the life you desire, and finally get rid of some of that money stress!You are ready to transform your financial situation but don't really know how. Whether you're just getting started or restarting (yet) again to gain control over your finances, rest assured that with Hello Breakthrough, you'll receive personalized guidance and support every step of the way.