QUIZ: “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
Lorem ipsum dolor sit amet.
Lorem ipsum dolor sit amet consectetur adipiscing elit. Quisque sodales tincidunt. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.