1. Do you want to learn about investing?
Yes. I want to read as much as I can about investing
I will read some, but I just want to get started
No. I want everything done for me
2. What is your risk tolerance?
High. Expecting long term growth
Medium. I do not like huge market fluctuations
Low. Slow and steady
3. How much do you want to invest now?
More than $10,000.00
More than $5000.00, but less than $10,000.00
Less than $5000.00
4. How much do you plan to save on a yearly basis? (Invested monthly)
Over $300.00
Over $200.00, less than $300
Less than $200.00
5. How much do you expect your investment to grow on average yearly basis?
Over 15%
Over 10%, less than 15%
Under 10%
6. Do individual stocks scare you?
Yes! They go up and down too much!
Hell no! The stock market has always been the place to make money
Not really, but I like to keep it simple
7. How many books are you willing to read about investing?
Less than 2
3
More than 3
8. When do you plan to retire?
30+, but less than 50
Regular retirement age
Less than 60. Probably late 50’s
9. How much do you plan to have when you retire (with inflation)? Be realistic!
1 million - 2 million
More than 2 million less than 4 million
More than 4 million
10. How well educated are you when it comes to the stock market?
More than most people my age
Less than most people my age
Average

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