Name *

First Name

Last Name

Do you currently have a personal budget? *

No

Yes

Do you have a bank account? *

No

Yes

How many of the following accounts do you have? *

Checking

Savings

I don't have a checking or savings account

Do you have any money saved? *

No

Yes

Do you know your approximate net worth? (Net worth = total assets – total debts) *

No

Yes

Do you know your credit score? *

No

Yes

Do you have any debt? *

No

Yes

What types of debt do you have? (Check all that apply) *

Credit Cards

Student Loans

Auto Loan

Mortgage

Personal Loans

Other:

Which best describes your business stage? *

Idea stage (no business income yet)

Startup (0-3 years)

Established (4+ years)