Discover Your Annual Sales Savings Goal

How would you describe your spending habits?

  • I'm a big spender and often splurge on luxury items.
  • I enjoy the occasional treat, but I also save a good portion of my income.
  • I'm a frugal shopper and always look for the best deals.
  • I rarely spend money on non-essentials and prioritize saving.

Which savings goal motivates you the most?

  • Saving for a dream vacation
  • Saving for a down payment on a house
  • Saving for retirement
  • Saving for emergencies

How much of your monthly income can you comfortably set aside for savings?

  • Less than 10%
  • Around 10-20%
  • Around 20-30%
  • More than 30%

What is your current financial situation?

  • I have a stable income and minimal debt.
  • I have some debt, but I'm actively working on paying it off.
  • I have a decent income, but I have significant debt.
  • I have a low income and struggle with debt.

How important is financial security to you?

  • Not very important, I prefer to live in the moment.
  • Somewhat important, but I also value experiences.
  • Very important, I want to feel secure and prepared for the future.
  • Extremely important, financial security is my top priority.

The Thrifty Saver

You are a master at saving! With your frugal lifestyle, you can aim to save at least $10,000 per year.

The Steady Accumulator

You have a good balance between saving and spending. Your annual savings goal should be around $20,000.

The Goal-Oriented Investor

You have big financial goals and are willing to make sacrifices. Aim to save at least $30,000 per year.

The Financial Warrior

You are dedicated to achieving financial security. Your annual savings goal should be $40,000 or more.

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