Where do you want to put your focus?
Take a couple of minutes to define your goals.
Setting goals is something to be proud of. Complete this quiz to obtain a better understanding of those goals, feel in control of your future, and receive some thoughtful tips on better ways to get to where you want to be.
We will use the goals information you select to help us personalize future marketing and communications to be more relevant to you and your goals.
QUESTION 01
Is managing debt an important goal right now? Select all that apply.
No. Not a goal for me right now.
Yes. I want to pay off student loans.
Yes. I want to pay off credit cards.
Yes. I want to pay off car loans.
Yes. I want to pay off a mortgage.
Yes. I want to improve my credit score.
Yes. I want to pay off other debt.
QUESTION 02
Is gaining financial knowledge or freedom an important goal right now? Select all that apply.
No. Not a goal for me right now.
Yes. I want to improve my credit score.
Yes. I want to build my career.
Yes. I want to build an emergency fund.
Yes. I want to live within my means.
Yes. I have something different in mind.
QUESTION 03
Is a home or investment property an important goal right now? Select all that apply.
No. Not a goal for me right now.
Yes. I want to buy a home.
Yes. I want to remodel my home.
Yes. I want to buy a second home.
Yes. I want to buy investment property.
Yes. I want to downsize my home.
Yes. I want to move to a new place.
Yes. I have something different in mind.
QUESTION 04
Is planning for your future an important goal right now? Select all that apply.
No. Not a goal for me right now.
Yes. I want to build my career.
Yes. I want to start a life together with someone.
Yes. I want to grow my family.
Yes. I want to prepare for retirement.
Yes. I want to plan for healthcare needs.
Yes. I have something different in mind.
QUESTION 05
Is saving up for something an important goal right now? Select all that apply.
No. Not a goal for me right now.
Yes. I want to build an emergency fund.
Yes. I want to save for a car.
Yes. I want to save for a celebration event (wedding, bar mitzvah, quinceañera, anniversary, etc.).
Yes. I want to save for travel.
Yes. I want to save for education.
Yes. I want to save for a home.
Yes. I want to save for retirement.
Yes. I want to save for a different kind of large purchase.
QUESTION 06
Is providing extra financial support for your family or others an important goal right now? Select all that apply.
No. Not a goal for me right now.
Yes. I want to give money to family or friends.
Yes. I want to support someone who needs me.
Yes. I want to give to charity.
Yes. I want to leave a legacy.
Yes. I want to grow my family.
Yes. I have something different in mind.
QUESTION 07
Are any of the following an important goal right now? Select all that apply.
No. None of these goals are important to me right now.
Yes. I want to pursue a hobby or passion.
Yes. I want to plan a special event (wedding, bar mitzvah, quinceañera, anniversary, etc.).
Yes. I want to travel.
Yes. I have a different goal in mind.