prosperity Persona

Prosperity Persona Quiz

Answer just eight questions to discover your unique Prosperity Persona and get your customized financial roadmap. Go ahead, click that button — it's free!

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How well do you know where your money goes each month?

I track every penny

I have a rough idea

I’m usually left wondering where it all went…

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Do you know the total sum of your debt and the interest rates you're paying?

I have no debt with interest rates over 7%.

Yes, down to the last cent and percentage.

I don’t even want to look!

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How clear is your retirement plan – do you know how much you need and by when?

Fully planned, with a doable timeline.

I've thought about it, but I'm probably off track.

Retirement planning is on my 'later' list.

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Are you tracking your net wealth annually?

Yes, I've got a ritual where I update it every year.

I have a general sense of it, but not documented.

Net what now?

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Do you regularly set aside money for savings?

Every month, without fail.

Sometimes, when I have extra money

I’m just trying to pay the bills at this point.

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How confident are you in making investment decisions?

You could mistake me for Warren Buffet.

I dabble, but I'm no expert.

Investing intimidates me.

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Are you generating any passive income from investments?

Yes, my money's making money.

I have some money invested, but I haven't been intentional about it.

I wouldn’t even know where to begin.

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