Full Name *

Email *

Phone

Do you have clear financial goals aligned with your personal and business values? *

Yes

No

Do you know how much it actually costs to run your business each month? *

Yes

No

Are business and personal finances kept completely separate? *

Yes

No

Are your prices set to cover costs and create profit? *

Yes

No

Do you track income and expenses at least monthly? *

Yes

No

Do you review financial reports and understand what they’re telling you? *

Yes

No

Are you paying yourself regularly—even a small amount? *

Yes

No

Do you regularly set aside money for reserves as income comes in? *

Yes

No

If you have credit cards, do you pay off the full balance every month? *

Yes

No

If you don't have a business credit card, choose yes.

Do you feel confident in your day-to-day financial decisions? *

Yes

No