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What's Your Surplus Season?

Take this quiz to find out your surplus season to know which goals to focus on and also receive tailored strategies that will help you hit your goals faster.

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Question 1 of 1

Choose the scenario that best describes your current finances. If multiple scenarios apply to you, choose the least scenario, example, if you have consumer debt but also have 100K invested, you will choose "Baroness" as your debt needs to be fully paid before you can advance to the next season.

A

Debutante I have less than 30% of my take home pay left over after all my bills and essentials have been covered for the month.

B

Baroness - I have some consumer debt

C

Baroness - I have no debt (except my mortgage), but I don't have a complete emergency fund of at least three month's of expenses

D

Viscountess - I have zero debt (excluding my mortgage) AND I have at least three months of expenses saved for emergencies

E

Duchess - I have invested at least one year of my annual income (or $100,000 - whichever is less) AND I have zero debt (excluding my mortgage), AND I have at least three months of expenses saved for emergencies

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