MONEY FUNDAMENTALS QUESTIONNAIRE

Answer the below questions to be considered for an upcoming ElleFactor Circle spot.

Don't overthink it, and don't spend too much time on it. We just want to make sure each space in a Circle is filled by someone willing to dig into their financial life.

Your Name *
Your Name
Are you a: *
(Job & Title or non-W2 work)
$
(Ex: Side hustle, side business, freelance work, etc.)
I have a healthy and responsible relationship with money? *
I have a healthy and responsible relationship with money?
What gets you out of bed in the morning?
Do you have your financial goals outlined and are they physically written down somewhere? *
How do you feel about this statement: Money is a tool. Money is a quality resource I can use to design the life I want. *
Did you have to look up your credit score just now? *
Do you have an emergency savings fund? *
$
$
What %APY is your savings account earning you? *
(The amount of money you actually take home each month)
$
$
Do you invest? *
Do you have a brokerage account separate from a 401K, IRA, or other tax-advantaged account? *
(Ex: Vanguard, Betterment, WealthSimple, etc)
Do you actively stock pick? *
(Take your total monthly fixed debt payments (min cc payments, mortgage, car, school loans, etc) and divide that into your monthly income. Example: $2200 (monthly fixed)/$3800 (monthly income)= .578 or 58%
You really think we wouldn't ask... ;) Luckily, age ain't nothin' but a number.