Financial Roadmap Quiz

Mapping Your Next Big Money Move

Do you feel stuck on your way to your financial goals? Take our quiz to discover your unique Prosperity Persona and we'll deliver you a personalized financial roadmap.

👉 It take less than 2 minutes and it could be the biggest money move you make all year!

How would you describe your relationship with money?

“It’s complicated”: We have some issues…definitely need to work on understanding each other better

“Happily ever after”: We’re in a committed relationship with the same vision and values and working toward the same goals

“Engaged to be engaged”: Still sorting some things out, but we’re in a good place

“Single": Hoping to find my financial security someday.

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If $100,000 dropped into my lap, the first thing I would do is…

Book a room at an all-inclusive resort on the beach

Put it in the S&P 500 or a high-yield savings account

Donate to a cause that’s close to my heart

Get myself out of the red

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All of my financial problems could be solved if…

I could get out from under the weight of debt

I could figure out how to manage my money wisely (+ stop avoiding it!)

I could learn how to build a profitable investment portfolio that supports the world I want to live in

I could figure out what’s next for me… I’m invested, have an emergency fund, but I feel like I'm still not doing enough?

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What’s the biggest reason you haven’t hit your financial goals yet?

Girl, I’m barely paying my bills…

I have trouble sticking to a budget or money management system

Actually, I’m comfortable on top of my big goals…I’m just not sure how to get to the next level

I don't know how to grow my money without supporting unethical businesses

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When I retire, I want to…

Focus on hobbies that I never had time for

Spend more time with friends and family

Give more time to charity

I’ve never really thought about it

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What best describes your money philosophy?

You can’t take it with you, so enjoy it now!

A penny saved is a penny earned!

Money isn’t just a goal – it’s a tool!

If I ignore my bank account long enough, maybe it will magically fix itself!

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How eager are you to achieve your financial goals?

I know that I can’t put this off any longer and ready to do whatever it takes to get there as quickly as possible

I want to make it happen, but I’m willing to take it slow

I’m willing to invest in myself to get the next level, but I feel secure in my current level of success

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What type of resource do you find most helpful when you’re looking to learn or grow?

Coaching + mentorship from an expert who can answer my questions and guide me in the right direction.

Being a part of a community of supportive, like-minded women+ who can offer encouragement and advice.

Video content that breaks down financial concepts in a way that’s easy to understand.

I just want to try different approaches to money management and figure out what works best for me.

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