Shape Your Financial Destiny: Future Planning Survey

Have you begun planning for your financial future?

Yes, I have a plan I am starting to plan Not yet, but I want to No, I have not considered it Financial planning is not a priority

What is your main financial goal?

Retirement Debt-free living Wealth accumulation Education funds Emergency preparedness

How do you currently invest your money?

Stock market Real estate Savings accounts Retirement accounts Not investing currently

What is your risk tolerance when it comes to investments?

High risk, high potential return Moderate risk, balanced return Low risk, stable return I prefer no risk investments Not sure, need advice

How do you track your expenses?

Budgeting apps Excel sheets Automated tracking software I do not track expenses

Do you have an emergency fund?

Yes, fully funded In progress No, but planning to No, not a priority What is an emergency fund?

All set, how can we reach you?

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Phone

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Your financial aspirations guide the path to freedom!