KeepMore IQ™
FINANCIAL VIRTUE JOURNEY

THE PRELIMINARY ASSESSMENT

Your next financial move
starts with clarity.

Take five minutes to reflect on your financial habits, identify what matters most and choose a practice to strengthen.

Begin my 5-minute assessment

10 reflective questions · About 5 minutes · Results on screen + private link by email

A NOTE FROM N.H. RASOOL

“Start with an honest look at where you are. Then choose one step you are ready to take. That is how we begin moving toward Financial Virtue.”

N.H. Rasool seated at his desk

N.H. Rasool

Tax Strategist · Founder, KeepMore IQ™

01 / REFLECTRecognize your patternConsider the experiences shaping your decisions.
02 / FOCUSName what matters nowIdentify the area you want to strengthen.
03 / ACTChoose your next stepUse your report to turn reflection into action.

YOUR STARTING POINT

Let’s make your next step clearer.

Answer based on your experience. There are no right or wrong answers.

Scroll within the questionnaire as needed. Use the final button to view your results.
Open questionnaire in a separate tab ↗

AFTER YOU SUBMIT

Your answers become
a starting point for action.

See your results on screen after completing the assessment, and receive a private link to your personalized Financial Virtue Journey results by email. Connect your past experience, present priorities and next commitment—then choose one change to begin practicing.

INSIDE YOUR PERSONALIZED REPORT

01 Your financial story
02 Your area of attention
03 Your next practice

Educational guidance based on your self-reported answers.

A few things to know.

What will I receive?

Your personalized Financial Virtue Journey results appear on screen. You also receive a private results link by email, with access to your reflection prompts and practical next steps. Use an email address you can access.

Do I need to prepare anything?

No financial documents are needed. Set aside about five minutes and answer based on your experience and current priorities.

Is this a tax-savings calculation?

No. This preliminary assessment explores your financial habits and priorities. It does not review your records, estimate a refund or verify eligibility for tax strategies.

What happens after I finish?

Complete the assessment to see your results on screen. A private link is also emailed to you so you can revisit your insights and choose one action to begin with.

What if the questionnaire does not appear?

Use the “Open questionnaire in a separate tab” link beneath the form. It opens the same assessment.

One honest reflection. One useful next step.

Begin my 5-minute assessment

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This educational preliminary assessment is based on your answers. It does not verify financial records or provide individualized tax, legal or investment advice.