FINANCIAL HEALTH QUESTIONNAIRE?

Are you Financial Healthy?
FINANCIAL HEALTH CHALLENGE
Name

First NameLast Name
Sex:
Age Range

Other
If you died today, would your family financial LIFESTYLE change for the better? (i.e. enough life insurance to replace your income)
Can you get your hands on $1000 within 24 hours without borrowing?
If you lost your job can you survive at least 6 months without touching your Job Retirement Account? (Retirees can skip this question)
Do you have $500 cash in a secured place in your home?
Do you give to people or organizations on a regular?
Do you vacation at least twice per year?
How do you feel about your credit/ and or creditor?

1

2

3

4

5

1 is Responsible, 5 is Scared
How much influence does family and / or friends have on your financial decisions?

1

2

3

4

5

1 is Responsible , 5 is Scared
IF YOU CIRCLED YES OR 1 TO ALL THE QUESTION, YOU ARE HEALTHY!

If you answered 3 or 4 No's then you need assistant to help you create a Financial plan that will set you up for Financial Freedom.
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