First Steps of Wealth

💰 Money Check-In: Your Wealth-Building Starting Point

Fill in your details below to see where you stand financially. Estimated time: 10 minutes.

Do you currently have an income?
Yes No

How much do you earn?
Monthly:
Weekly:
Daily:

Rent/mortgage:

Utilities/bills:

Food/groceries:

Transport:

Debts/loans:

Entertainment/other:

How much do you save each month?

How much do you currently have saved?

Have you invested any money yet?
Yes No

If yes, how much?

Where is your money invested?

In the next 1 year:

In the next 5 years:

In the next 10 years:

Which of your answers surprised you the most?

What’s one thing you will change this month?

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