1. How do you usually handle your monthly income?

2. When planning a big purchase, what’s your approach?

3. How do you feel about debt?

4. How often do you track spending?

5. Your ideal approach to money?

1. How do you approach new investment opportunities?

2. How react to market fluctuations?

3. Which fits you best?

4. How comfortable are you with debt?

5. Your ideal investment style?

1. Do you budget every month?

2. How often do you save for emergencies?

3. Do you track your expenses?

4. How often do you review your investments?

5. How do you feel about unexpected expenses?