Personalized Profile Quiz

Your Financial
Journey Starts Here

25 Questions to Unlock Your Perfect Match

Welcome to your personalized profile quiz! These 25 questions will help us understand your unique situation as an 18-25-year-old starting fresh with no credit history or debt. We'll match you with the best options for your financial firsts: banking, credit cards, jobs, cars, apartments, and more.

Personalized Matches

Get recommendations tailored specifically to your age, location, and goals

100% Confidential

Your answers are completely private and secure - we never share your data

Quick & Easy

Takes just 5-7 minutes to complete and get your personalized matches

25
Targeted Questions
5
Key Categories
100+
Trusted Partners

Already started? Resume your quiz here

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Section 1: About You

These questions help us tailor recommendations to your background and location.

Email Address *

We'll send your personalized financial matches here

Your email is secure and will only be used for your quiz results

1. What is your current age?

2. In which state or region do you currently live?

3. What is your highest level of education completed so far?

4. What is your current employment status?

5. What is your gender identity? (Optional)

Section 2: Your Financial Goals

Tell us which "firsts" you're most excited about pursuing right now.

6. Which of these financial milestones are you interested in right now? (Select all that apply)

7. On a scale of 1-5, how urgent is your need for a first bank account?

1 - Not urgent at all 3 5 - Very urgent right now

8. What are your top priorities when choosing a credit card? (Select up to 3)

9. For a potential first job, what industry or field are you targeting?

10. If thinking about a first car, what type best fits your needs?

Section 3: Your Lifestyle and Preferences

These help match you with options that align with your daily life and comfort level.

11. How would you describe your current living situation?

12. On a scale of 1-5, how comfortable are you with taking financial risks?

e.g., higher-reward investments or loans

1 - Very risk-averse 3 5 - Open to calculated risks

13. What is your preferred way to manage finances?

14. Do you have any specific preferences for partners? (Select all that apply)

15. How tech-savvy are you with financial tools/apps?

Section 4: Your Financial Basics

We use these to confirm eligibility and suggest starting points – remember, this is for those with no debt or bad credit.

16. What is your estimated monthly income from all sources?

e.g., job, allowance, scholarships

17. Do you currently have any savings set aside?

18. Have you ever had a bank account, credit card, or loan in your name before?

19. On a scale of 1-5, how knowledgeable do you feel about basic personal finance?

e.g., budgeting, credit scores

1 - Complete beginner 3 5 - Quite knowledgeable

20. What is your biggest concern when starting financial firsts?

Section 5: Your Future Plans

Looking ahead to refine long-term matches.

21. Where do you see yourself living in the next 1-2 years?

22. What are your career goals in the next 5 years?

23. If considering a first apartment or home, what size/location appeals most?

24. How important is building credit quickly for your future plans?

25. Finally, what excites you most about using MYFIRST FINANCE?

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🎉 Congratulations! You've completed all 25 questions

This is a Preview!

You've seen the first 10 questions of our comprehensive 25-question profile quiz.

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15
More Questions Available
5
Total Sections

Remaining Sections Include:

  • Section 3: Your Lifestyle and Preferences (Questions 11-15)
  • Section 4: Your Financial Basics (Questions 16-20)
  • Section 5: Your Future Plans (Questions 21-25)

What Your Complete Results Would Look Like

Best Bank Match

Based on your location & needs

Chase College Checking
✓ No monthly fees for students
✓ 17,000+ ATMs nationwide

Best Credit Card

Perfect for building credit

Discover it® Student
✓ 5% cashback categories
✓ No annual fee

Complete the full quiz to get personalized matches for banking, credit cards, jobs, cars, apartments, and more!

HubSpot Integration Status

Portal ID Confirmed: 243417333 ✅

Action Required: Get Your Form ID

  1. 1. Go to HubSpot → Marketing → Forms
  2. 2. Create a new form called "MYFIRST FINANCE Quiz"
  3. 3. Add these fields to your form:
    • • Email (required)
    • • Custom properties for q1_age through q25_excitement
  4. 4. Copy the Form ID (long GUID format)
  5. 5. Replace 'YOUR_FORM_ID' in your backend code

Your Updated Backend Code:

const HUBSPOT_PORTAL_ID = '243417333'; // ✅ Already set
const HUBSPOT_FORM_ID = 'YOUR_FORM_ID_HERE'; // 👈 Replace this

// Add email field to your fields array:
const fields = [
  { name: 'email', value: quizData.email || '' },
  { name: 'q1_age', value: quizData.q1 || '' },
  // ... rest of your 25 question fields
];

Once Form ID is added, your quiz will be 100% live!