Rapid Survey - Excellence Consulting

Where you are in life today, which of these mean the most to you?

Purchasing my dream home

Purchasing my dream car

Lowering my monthly bills (refinancing existing loans, decreased insurance payments, lower credit card interest rates, utilities, etc..)

Getting a cell phone plan without a deposit

Feeling confident applying for a new job or apartment lease

Purchasing that recreational vehicle I have been eyeing (Boat, ATV, RV, etc.)

Funding my business growth or start a new business

In your opinion, on a scale of 1-10, How important is having good credit to you?(10 being extremely important; 1 being not really important at all)

On a scale of 1-10, how committed are you to bettering your financial position? (10 being extremely committed with no doubt about what you want and need to do; 1 being you don't really care much at all)

Share with us your financial goals for 2024:

What, if anything, is holding you back from reaching that goal?

If there’s something holding you back, and we can assure you that your barrier can be removed is that something that you would be willing to invest in?

Yes

No

What would you say your timeline is on getting started towards achieving your goal?

How did you hear about us?

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