Money + Career Action Plan

Quiz Questions

1.
How clear are you on your long-term financial goals?
- A.
  Very clear
- B.
  Somewhat clear
- C.
  Not clear
2.
Which of these statements best describes how you feel about your money?
- A.
  I confidently make financial decisions that propel me toward my goals.
- B.
  I feel pretty good about how I handle my money, but still have questions about what to do sometimes.
- C.
  I’m getting started and know I have more to learn about money and my financial situation.
3.
How often do you review and adjust your spending habits or budget?
- A.
  Weekly or monthly
- B.
  Every few months
- C.
  Rarely or never
4.
How clear are you on your career progression plan?
- A.
  Very clear
- B.
  Somewhat clear
- C.
  What is a career progression plan?
5.
How often do you invest in your career progression (e.g., participating in professional development, negotiating a raise, applying for promotions, etc.)?
- A.
  Several times a year
- B.
  Once or twice a year
- C.
  Rarely or never
6.
How often do you seek advice or mentorship to help you progress in your career?
- A.
  All the time!
- B.
  Occasionally
- C.
  Never
7.
How satisfied are you with your current work-life balance?
- A.
  Very satisfied
- B.
  Could be better, could be worse
- C.
  I’m drowning
8.
How aligned do you feel your financial goals are with your current career path?
- A.
  Fully aligned
- B.
  Somewhat aligned
- C.
  Not at all aligned
9.
If you had to sum up your feelings about your money and career alignment in one emoji, which one would you choose?
- A.
  😍
- B.
  🙂
- C.
  😵‍💫
10.
What do you think would put you in more control of aligning your money and career decisions?
- A.
  Continuous learning and networking to maximize progress toward my goals
- B.
  Strategic planning and mentorship to make more confident decisions
- C.
  Clear goal-setting and knowing actionable steps to get started

Quiz Outcomes

1.
You're In Perfect Alignment and Well On Your Way to Your Dream Life!
You have a solid grasp of your financial situation and career progression plan. Your goals for your career complement your financial goals, and you’re taking strategic steps to progress in both areas. You’re firmly on the path to your Ideal Life!You're already seeing success but we want to enhance that even more. Watch your email for a detailed Action Plan to take your money and career decisions to the next level!
2.
You’re Making Great Progress. Keep Going!
You have a fairly good understanding of your financial situation and some clarity on how your future career moves can result in the life you dream of. With a bit more strategic support, you can increase your confidence and make even greater strides toward your goals.Let us help you accelerate your progress a little. Watch your email for a detailed Action Plan to take your money and career decisions to the next level!
3.
You’re Ready for a Fresh Start!
You have big goals and dreams, but you could use a clear plan and strategy to achieve them. Your money and career decisions are deeply intertwined. Reaching those big, audacious financial goals will only get easier when you make powerful career moves.It's time to turn your dreams into reality. Watch your email for a detailed Action Plan to take your money and career decisions to the next level!