How would you describe your current approach to financial planning? *

I haven’t started yet

I’ve taken small steps (like budgeting or saving)

I’ve got a basic plan in place

I feel mostly confident but want a second opinion

Which of the following financial tools or products do you currently use? (Select all that apply) *

Savings accounts

Budgeting apps or spreadsheets

Emergency fund

401(k) or IRA

Life insurance

Investment accounts

None of the above

Do you have clear goals for your money in the next 1–3 years? *

Not really

A few, but they’re not written down

Yes, I’ve thought them through

Yes, and I’m already working toward them

How confident do you feel making financial decisions on your own? *

Not confident at all

Somewhat confident

Mostly confident

Very confident—I enjoy it

Which best describes your current financial organization? *

Everything is scattered

I track a few things

I have a system but don’t check it often

I review and update things regularly

Have you ever worked with a financial professional before? *

Yes, briefly

Yes, currently

Yes, and it was helpful

How often do you revisit your budget or spending plan? *

I don’t have one

Rarely

Monthly

Weekly

What’s your biggest financial priority right now? *

Getting organized

Paying off debt

Saving for something important

Growing what I already have

Preparing for retirement

I’m not sure yet

Knowing your name, email, and state allow us to provide more tailored support when you decide to start your DIY financial Planning subscription with KURICO.

We respect your privacy and will never share or sell your information.

First Name *

Last Name *

Email *

State *