What Are Your Financial Priorities?
1. Are you working towards achieving a financial goal?
2.What are you saving for/what is your priority?
Buying a house
Saving for retirement
Buying a car
Saving for vacation
I'm not actively saving for anything
3. In the long term, what are you working towards?
Affording my lifestyle
Having a nest egg
Getting out of debt
4. How much of each paycheck do you put aside into your savings for the future?
50% or more
I don't actively save
5. What is your biggest obstacle to achieving your financial goal?
Credit card debt
Student loan debt
6. What generation do you belong to?
Gen Z, born 1996 to present
Millennials, born 1977 to 1995
Gen X, born 1965 to 1976
Baby Boomers, born 1946-1964
Traditionalists, born 1945 and earlier
Do Not Fill This Out