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Self Assessment
Step
1
of
6
- Financial Behaviors
16%
1. How do you manage your budget?
I plan everything out and track every expense.
I focus on how it supports my big goals.
I adjust it when problems come up.
I keep it flexible and handle things as they happen.
2. How do you save money?
I have a set savings plan and stick to it.
I save for big goals or exciting opportunities.
I save to be ready for unexpected problems.
I save when I can but prioritize what’s important now.
3. How do you handle your finances?
I make a detailed plan and stick to it.
I invest in things that could have big payoffs later.
I solve problems as they come up.
I act fast to make the most of what I have.
4. What do you do when an unexpected expense pops up?
I use my savings and adjust my plan.
I think of it as a chance to rethink my goals.
I deal with it right away to fix the problem.
I pay it off quickly and move on.
5. What’s your top financial priority?
Building long-term stability.
Reaching my big future goals.
Solving challenges as they come up.
Taking advantage of opportunities now.
6. How do you feel about debt?
I avoid it by planning ahead.
I’m okay with it if it helps me reach a big goal.
I use it if it solves a problem right now.
I use it to grab opportunities fast.
7. How do you feel about taking risks with money?
I prefer to avoid risks and stick to safe options.
I’ll take risks if there’s a big reward.
I plan ahead to reduce risks as much as possible.
I’m okay with risks if I can act quickly.
8. What would you do with a risky but rewarding opportunity?
Research it fully before deciding.
Go for it if it fits my big goals.
Look for ways to reduce the risks.
Jump in quickly to take advantage.
9. What’s your first reaction to uncertainty?
Stick to my plan and make small adjustments.
Look for new opportunities in the chaos.
Solve the immediate issues first.
Take quick action to stay ahead.
10. How do you use loans or credit?
I only use it if I have a clear repayment plan.
I’m fine with it if it helps me reach my goals.
I’ll use it to handle a current problem.
I use it to grab opportunities fast.
11. Your risk-taking style is:
Careful and calculated.
Bold and focused on big rewards.
Practical and prepared.
Quick and decisive.
12. What’s your role in a team?
The one who creates the plan.
The one who inspires with ideas.
The one who solves problems.
The one who gets things done.
13. How do you handle conflict?
Use data or plans to find a solution.
Brainstorm with others to work it out.
Fix the problem quickly and move on.
Make a fast decision to keep things moving.
14. Your perfect teammate is:
Someone who’s as organized as I am.
Someone who shares my big ideas.
Someone who can think about the bigger picture.
Someone who works as quickly as I do.
15. How do you like to work in a group?
I take charge of the planning.
I bring new ideas to the table.
I keep things on track by solving problems.
I focus on making sure tasks get done.
16. How do you delegate tasks?
Assign based on strengths and skills.
Inspire others and let them choose their roles.
Give tasks to the person best equipped to handle the problem.
Take on key tasks myself to get them done quickly.
17. What’s your main goal in real estate?
Build stable, long-term wealth.
Do something bold and impactful.
Improve properties and add value.
Make quick deals with high returns.
18. What kind of project excites you?
A well-planned investment with steady growth.
A bold idea that could change the game.
A fixer-upper that I can turn into something amazing.
A quick deal with fast results.
19. How do you choose a property?
Pick one in a stable, reliable market.
Go for an area with big growth potential.
Look for places where I can add value.
Pick one where I can close quickly.
20. How do you approach property upgrades?
Plan improvements for long-term value.
Make creative upgrades that stand out.
Focus on fixing functional problems first.
Make quick changes to sell or rent faster.
21. What’s your style of property management?
Create systems for smooth operations.
Try new ideas to attract tenants or buyers.
Solve issues before they become problems.
Delegate it so I can focus on the next deal.
22. How do you make decisions?
Carefully analyze the situation.
Trust your gut and focus on the big picture.
Focus on solving the issue at hand.
Act fast and figure it out as you go.
23. What’s your style when faced with a challenge?
Step back, plan, and work through it.
Try something new and creative.
Fix the issue as soon as possible.
Tackle it right away and move on.
24. How would you describe your work style?
Organized and detail-oriented.
Flexible and open to new ideas.
Hands-on and practical.
Focused and fast-moving.
25. In a team, you’re usually:
The one who makes the plan.
The one who inspires with new ideas.
The one who solves problems.
The one who gets stuff done.
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