Resources & Tools

Financial Quiz

Answer a few questions about how you make money decisions, then leave your contact information if you would like NWMG to follow up.

Takes about a minute · press Enter to continue

1 →How many financially savvy people live in your household?Optional

A0B1C2D3 or more

2 →What is your response when faced with a major money decision?Optional

AThese decisions paralyze me, and I prefer to avoid them.BI like to consult with someone who is well-informed before making a decision.CMy close network usually gives me guidance I can rely on, making things easier.DI do my research and once a choice becomes clear, I make it.

3 →What is the most complicated thing you have invested in?Optional

AI’ve never invested or I don’t know.BSavings bonds, CD or money market fund.CIndividual stocks, mutual funds or ETFs.DCrypto currencies, futures, options contracts or other derivatives.

4 →What is your general view of financial advisors?Optional

AThey are helpful, and people who use them are more likely to achieve desired results.BThe right one is very helpful, but it can be challenging to find a right fit.CThey provide valuable work, but I’m hesitant to pay an ongoing fee for advice.DI’d rather do things on my own.

5 →What do you believe is the most reliable source of accurate information?Optional

ASubject matter expertsBConsumer reviewsCOnline sourcesDTrained AI models

6 →Which area do you feel the least capable of doing on your own?Optional

APicking the right investmentsBManaging my lifetime tax obligationsCSetting and meeting my savings targetsDTracking and organizing my finances

7 →What do you believe is the ideal way to invest?Optional

ALook at market movement patterns, find favorable investments, and continually adjust.BHold a diversified mix of high-quality, thoroughly researched investments.CI prefer to hold just a few investments that I trust highly for a long period of time.DIndex funds and other low-risk, reliable investments are best.

8 →First nameOptional

9 →Last nameOptional

10 →Phone numberOptional

11 →EmailOptional

✓

Quiz complete

Thanks for sharing how you think about money. If you left your contact information, a member of the NWMG team will follow up to talk through what it means for your financial plan.

1-844-400-NWMG (6964)

11260 Chester Rd Ste 250
Cincinnati, OH 45246