Course Clarity Quiz
Your future deserves more than guesswork.
Whether you're raising a family or planning for one, your money choices matter. But no one handed you a roadmap. That's where we come in.
Take this short quiz to figure out which SheWealth course fits your life, your goals, and your starting point. Choose the option that best describes your current situation.
Be honest – this quiz is designed to help you find the right path. No judgment. Just clarity.
1. Do you currently have a monthly budget that you actively track?
A. No, I don’t have a budget or I don’t stick to it.
B. Yes, I track my spending and plan ahead regularly.
2. Do you have an emergency fund (3–6 months of expenses)?
A. No, or I’m still working on it.
B. Yes, I have at least 3 months saved and don’t dip into it unnecessarily.
3. What’s your current debt situation (excluding mortgage)?
A. I’m actively working on paying off high-interest debt (credit cards, loans, etc.).
B. I have little to no high-interest debt or it’s fully paid off.
4. How comfortable are you with understanding credit scores and how they work?
A. I don’t fully understand how they’re calculated or how to improve mine.
B. I understand my credit score and how to maintain or improve it.
5. Do you save/invest consistently for retirement?
A. Not yet, or I only contribute occasionally.
B. Yes, I contribute regularly to retirement accounts (401(k), IRA, etc.).
6. Have you ever invested in the stock market, real estate, or other assets?
A. Not yet, or I’m unsure how to start.
B. Yes, I have started building an investment portfolio.
7. Have you taken steps to increase your income over time (like asking for raises, switching jobs, freelancing, or starting a side hustle)?
A. Not yet – I’ve mostly focused on managing my current income.
B. Yes, I’ve taken intentional steps to grow my income or diversify it.
8. How do you feel about your current financial habits?
A. I’m still developing good habits and sometimes feel financially stressed.
B. I have strong habits, routines, and feel confident managing money.
9. Have you set specific financial goals (e.g. buying a home, retiring early, hitting net worth milestones)?
A. Not really—my goals are vague or short-term.
B. Yes, I’ve set clear short- and long-term financial goals.
10. Do you track your net worth and review your finances regularly?
A. No, I don’t track it or only look at it occasionally.
B. Yes, I track it regularly and adjust my plans accordingly
Scoring System
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Mostly A's
Financial Foundations: Mastering the Basics for Long-Term Wealth.
A course focused on the building blocks of personal finance every woman should know, but no one taught us in school: budgeting, saving, debt management, and setting up your money systems. -
Mostly B's
Building Wealth: From Foundation to Fortune
A course designed to remove the fear and confusion around investing and empower you with step-by-step guidance toward sustainable, long-term financial growth.