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Your Info

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Income

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Expenses

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Wants

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Preferences

5→ Your Preferences

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Rank your Expenses based on importance to you (1 is most important, 4 is least important).

Housing
Food
Transportation
Insurance

Rank your Expenses based on importance to you (1 is most important, 4 is least important).

Extracurriculars
Clothing
Subscriptions
Entertainment
Extra Food

How willing are you to change your lifestyle to meet your savings goals?

Passive (I wouldn’t do much)
Moderate (I’d cut down $10-$20, not more than that)
Active (I’m willing to do what it takes, but not totally change my lifestyle)
Aggressive (I’m the David Goggins of saving)