Please choose the single answer that best fits your personal financial picture. Each answer is assigned a certain number of points which will be totaled at the end of the assessment and a Financial Coaching Specialist will contact you to schedule your complimentary coaching session to discuss your results with a Financial Life Coach.. |
Do you have a plan for monthly spending to track how much you save, spend and earn?
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Do you worry about having adequate money for your needs?
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How often do you argue or disagree with your companion about finances?
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How much are you saving monthly?
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Do you know your financial net worth?
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How many books or articles about finances have you read in the past year?(Give one (1) point for each book or article read.)
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What percentage of your income is used toward paying off debt?
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Have you considered the rules of the financial games you are playing and the risks associated with changes to those rules?
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What is your plan for retirement?
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Do you understand that taxes can affect your finances and how?
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It is important to have all your important financial papers organized, such as insurance policies, trusts and wills, and an estate. Have you completed the task, additionally do you have a plan in place to protect assets against loss, theft, and Taxes?
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Are you sufficiently prepared for the future?
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A Financial Coaching Specialist will contact you to schedule your complimentary coaching session to discuss your results with a Financial Life Coach.
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