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MY INVESTMENT DREAMS
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1.
Why did you subscribe today?
I want my money to bring in extra income
I want my money to grow for the future
I want to avoid making a big mistake
I need a simple plan to get started
2.
Which one sounds most like you right now?
I’ve never invested before
I’ve bought a few stocks before
I’ve invested but I don’t feel confident
I invest regularly and want a clearer plan
3.
How would you describe your comfort with losing money?
Very uncomfortable (I hate losses)
Somewhat uncomfortable
I can handle ups and downs
Not sure yet
4.
About how much money do you feel comfortable investing on your own right now?
Under $1,000
$1,000–$5,000
$5,000–$20,000
$20,000+
Prefer not to say
5.
What feels hardest about investing right now?
Knowing where to start
Picking what to invest in
Fear of losing money
Understanding how it all works
Staying consistent and not making emotional decisions