ARE YOU READY TO HAND YOUR FINANCES OVER?
Are You Ready for a CFO Like Dalia?
Let’s find out if we’re the right money team for your next chapter.
Instructions:
This isn’t a test — it’s a vibe check. Answer honestly so we can see if we’re aligned and ready to build something brilliant together.
- How would you describe your current money system?
- A. Organized and dialed in
- B. I have a few spreadsheets and vibes
- C. It lives in my brain and my browser tabs
- D. What system? I’m winging it
- When it comes to making financial decisions for your business…
- A. I’m confident and proactive
- B. I second-guess myself a lot
- C. I usually avoid them until I can’t
- D. I don’t know where to begin
- What best describes your business growth right now?
- A. Scaling steadily with intention
- B. Hitting income goals but messy under the hood
- C. Feast or famine — I’m exhausted
- D. Growing fast but no systems
- Do you know exactly how much your business made in the last 90 days?
- A. Yes
- B. Kind of
- C. Not really
- D. I’m afraid to look
- How do you feel about talking to someone about your finances?
- A. Let’s go — I’m ready
- B. A little nervous but I know I need it
- C. Embarrassed, tbh
- D. I’d rather not unless I have to
- What do you need most in a financial partner?
- A. Clarity and strategy
- B. No-judgment support
- C. Someone to organize and educate me
- D. All of the above
- Are you open to shifting your mindset around money, not just your systems?
- Yes, I know that’s part of it
- Maybe — if it helps me grow
- I’m not sure
- I just want the numbers to work
- Which of these sounds most like you?
- A. I’m building something for my family
- B. I’m the first to do this in my lineage
- C. I’m tired of doing this alone
- D. I’m ready for my business to stop bleeding money
- When it comes to investing in support…
- A. I’ve worked with coaches or service providers before
- B. I’ve tried but never found the right fit
- C. I want to, but it’s scary
- D. I usually DIY until it hurts
- Are you ready to show up, be honest, and do the work — with someone who will meet you with love and spreadsheets?
- A. Absolutely
- B. I think so, but I have questions
- C. I want to, but I’m nervous
- D. I’m not sure yet
Next Step Suggestions:
Mostly A/B answers = Perfect Fit: Ready to Go CFO Mode
Mix of B/C = Aligned Energy: Let’s Chat and See
Mostly C/D = Maybe Not Yet: Let’s Stay Connected for When You’re Ready