Financial Assessment | Way of Wealth

What are your primary financial goals?

Select all that apply to help us understand your priorities.

Early Retirement

Achieve financial independence and retire before traditional retirement age

Debt Freedom

Eliminate student loans, credit card debt, or other liabilities

Home Ownership

Save for a down payment and purchase your first or next home

Long-term Wealth Building

Build substantial wealth for future generations or major life goals

Financial Security

Build emergency funds and create a stable financial foundation

Tell us about your current financial situation

Annual Income

Current Savings

Monthly Expenses

Current Debt

What's your investment risk tolerance?

Choose the statement that best describes your comfort with investment risk.

Conservative

I prioritize protecting my money over potential growth. I'm uncomfortable with market fluctuations.

Moderate

I'm willing to accept some risk for moderate growth. Short-term fluctuations don't worry me too much.

Aggressive

I'm comfortable with significant risk for potentially higher returns. I can handle large market swings.

What's your financial independence timeline?

Aggressive (3-5 years)

I want to achieve financial independence as quickly as possible, willing to make significant lifestyle changes

Moderate (5-10 years)

I'm focused on FI but prefer a balanced approach to lifestyle and savings

Patient (10-15 years)

I'm taking a longer-term approach, focusing on steady progress without drastic changes

Traditional (15+ years)

I'm planning for traditional retirement age with consistent, long-term investing

What's your investment experience?

Beginner

I'm new to investing and need guidance on getting started

Intermediate

I have some experience with investing but want to optimize my strategy

Advanced

I'm comfortable with advanced investment strategies and portfolio management

Assessment Complete!

Thank you for completing the assessment. We're analyzing your responses to provide personalized recommendations.

Your Financial Profile Summary

Primary Goals: -

Risk Tolerance: -

FI Timeline: -

Experience Level: -

Final Assessment: You're Fucked

Your personalized financial plan and recommendations will be sent to your email shortly.

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