The 1% Wealth Mindset Quiz - Bilyk Financial

Take the 1% wealth mindset quiz

💡 Do you think like the top 1%? Take this quick quiz to see how your financial mindset stacks up!

*We are committed to keeping your information private. For more details view our privacy policy.

Please enable JavaScript in your browser to complete this form.

Name

First

Last

gains? Thank decision,

Phone Number

What is your primary financial goal over the next 10 years?

Ensuring a steady stream of income to support my desired lifestyle.
Increasing my wealth to achieve financial independence and flexibility.
Building a financial legacy for my family or charitable giving.
A mix of the above.
I haven't identified a clear goal yet.

Who are the key people in your life that you turn to for financial advice and important decisions? (Select all that apply.)

How much effort have you invested in structuring your financial future?

I’ve considered it, but I don’t have a structured financial plan.
I have a plan in place, but it may need adjustments as my circumstances change.
I’m unsure if I need a financial plan.
I have a detailed financial plan, though I still have concerns about investing.
I have a solid financial plan that gives me confidence and peace of mind.

How well do you feel your investment approach safeguards you from market shifts, outdated strategies, or emotionally-driven decisions?

I’m very confident that my strategy is well-suited for both today and the future.
My investments have performed well, but I worry about their long-term sustainability.
I know I should reassess my strategy but have been putting it off.
I’m actively seeking a smarter way to invest.
I’m unsure where I currently stand.

After making significant financial decisions, how do you typically feel?

When facing a financial challenge, what is your natural approach?

I seek input from those I trust before deciding.
I follow my instincts and act quickly.
I tend to delay making a choice until absolutely necessary.
I assess different scenarios, weigh the risks, and choose based on logic.
I prefer to continue what I’m already doing, avoiding major changes.

How has your investment strategy evolved in recent years?

I’ve leaned toward lower-risk investments.
I’ve slightly reduced my risk exposure.
My strategy has remained relatively unchanged.
I’ve taken on slightly more risk.
I’ve significantly increased my risk exposure.

Compared to others, how would you rate your willingness to take financial risks?

I’m extremely cautious and avoid risks.
I take a conservative approach but understand calculated risks.
I consider myself an average risk-taker.
I’m comfortable taking higher risks for potential gains.
I actively seek out high-risk, high-reward opportunities.

What financial concern weighs on you the most for the next 10–15 years?

Running out of savings in retirement.
Paying excessive taxes.
Not being able to leave a financial legacy for my family.
Market downturns impacting my ability to retire comfortably.
Losing trust in my financial advisors as they retire or move on.

If given the choice, which would you prioritize?

Maximum job stability, even with minimal salary increases.
Job security with a slight pay increase.
I’m unsure which I would prioritize.
Greater income potential, even with less job stability.
A high-pay role, even if job security is uncertain.

When making a significant financial decision, are you more focused on potential losses or potential gains?

I always focus on what I might lose.
I usually consider the risks more than the rewards.
I typically weigh the rewards more than the risks.
I always prioritize potential gains.
I’m not sure.

How confident are you in your ability to make sound financial choices?

Not confident at all.
I have some confidence but often seek guidance.
I feel reasonably confident in my financial decisions.
I am highly confident in my ability to make good financial choices.
I am completely confident in my financial decision-making skills.

How well are you protected against major life risks (e.g., accidents, loss of income, illness, passing away)?

I have minimal coverage.
I have some protection in place.
I have significant coverage.
I am fully covered and well-prepared.

If you unexpectedly received $100,000, how would you use it?

Take a dream vacation.
Pay off outstanding debts.
Purchase a luxury item, such as a high-end car or boat.
Support a family member, close friend, or charitable cause.
Invest or save it for future financial security.

How much annual pre-tax income do you believe you need to sustain a work-optional lifestyle that aligns with your goals?

What is your current net worth (including investments, real estate, and other assets, minus liabilities)? Understanding your net worth alongside your pre-tax income expectations helps assess whether your current financial position is aligned with your desired lifestyle. It provides insight into whether your assets can sustain long-term financial security and work-optional living, or if adjustments may be needed to optimize wealth accumulation and preservation.

Thank you for taking the 1% Wealth Mindset Quiz! A member of the Bilyk Financial team will review your responses and be in touch soon with insights, answers, and personalized guidance based on your results. We look forward to helping you take the next step toward financial success!

Check to agree

Empowering Your Financial Future with Tailored Solutions to Meet Your Unique Needs.

Bilyk Financial Advisors

Aligned Capital Partners Inc.

Disclaimer