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Personal finance is such a broad and subjective domain. What works great for some people might turn out a financial ruin for others. There are so many variables in play here, like short-term and long-term goals, earning potential, geoeconomic factors, family composition, etc.
If you're a finance or an investing expert, it might be a good idea to create a simple personal finance quiz that your prospective clients might use to share information about their financial goals, priorities, and habits. The quiz should have no right or wrong answers. It should also be interactive and fun to fill out — then your prospective customers will feel more confident and at ease.
And guess what? You don't have to build anything from scratch. At Paperform, we've taken care of creating this beautiful personal finance quiz template that you see below. You can make it yours in one click (for free!), and customize it to your needs and wants.