How old are you?
Where do you live? City and State (or Country if outside the U.S.)
Do you like where you currently live? Why or why not?
Yes and No – my family lives here but it’s so expensive
Do you have any hobbies? What are they?
What is your highest level of education?
What did you study? (ex. Psychology, Fine Arts, Sports Marketing)
SUNY Cortland undergrad, Stony Brook University grad school
Are you currently employed?
What is your current occupation?
Falls Prevention Coordinator
Do you like your current occupation / job? Why or why not?
Yes – I get to use my clinical skills and help older adults prevent falls, also WFH is amazing and hard to come by as a clinician
What is your yearly salary (or approximate yearly compensation)? Feel free to include any bonuses or other compensation perks you may receive this year.
Have you ever been promoted at work? What position(s) were you promoted to?
Have you ever negotiated your salary? If so, how did that go / what was the outcome?
Yes – was offered $60k for FT work turned it down bc it was too low, offered me $60k for 30 hr a week so I could do per diem clinical work on the side – I’ve then gotten a 10% and 7% raise since then (1 year ago)
Do you have a second job or side hustle? If yes, what is it and what do you do?
Yes – per diem occupational therapy
If you have a second job or side hustle, about how much money do you make *monthly* from your second job / side hustle?
What is your relationship status?
Do you and your partner have joint or separate finances?
What is your *monthly* rent / mortgage for your household?
Do you have any children / dependents? If yes, how many?
Do you have any pets? If yes, what kind?
Yes 1 goldendoodle
About how much do you spend on groceries *each week*?
Are you debt free?
How much debt did you pay off and how long did it take you to pay it off?
Paid off $60k student loans. We’re about to move into our brand new build estimating the mortgage loan amount to be about $450k.
Are you currently investing/saving for your retirement?
About how much money do you have invested/saved for retirement? Are you satisfied with this number?
$300k combined with my husband – yes but eagerly investing as much as we can
What’s been your favorite purchase this year?
Our new home build
What’s one piece of advice you’d give to your younger self?
Invest earlier! The pretax $ won’t be a big difference in the weekly paycheck. Talk about finances with your significant other – it will change your life and relationship!!
What current goals do you have? (ex. Health goals, Fitness, Money, Career, Travel, etc.)
Moving into our new home, continuing my health and fitness journey while preparing for IVF
What are you currently struggling with, if anything?
Waiting to start IVF
What accomplishments of yours are you most proud of?
The relationship/life my husband and I are creating
What makes you imperfect?
I am a ball of nerves and stress, learning to release that anxiety