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Do you have a strong financial plan?
Find out where you need to start, or if you are in great shape.
12
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1
Information about you..
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Information about you
Please enter your name
Please enter your email
Please enter your phone
Please Select
Call me
Text me
Email me
Please Select
Please Select
Call me
Text me
Email me
What is the best way to contact you?
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2
The thing that matters the most to me right now is:
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Stop living paycheck to paycheck
Getting out of debt
Save for emergencies
Understand more about insurance
Understand more about investments
Stop living paycheck to paycheck
Getting out of debt
Save for emergencies
Understand more about insurance
Understand more about investments
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3
Currently I handle money by:
*
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I'm not able to stay current
I spend until I run out of money
I have a budget
I have a budget and plan for the month and future expenses
I'm not able to stay current
I spend until I run out of money
I have a budget
I have a budget and plan for the month and future expenses
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4
How well do you communicate about finances
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I am single
I am single and have an accountability partner
We don't discuss anything about money
We have separate accounts and split the bills
We work together
I am single
I am single and have an accountability partner
We don't discuss anything about money
We have separate accounts and split the bills
We work together
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5
How much debt do you have?
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Credit cards, medical bills, car loans, personal/ student loans
I am debt-free (not counting mortgage)
Less than $10,000
Between $10,000 and $30,000
Between $30,000 and $60,000
Over $60,000
I am debt-free (not counting mortgage)
Less than $10,000
Between $10,000 and $30,000
Between $30,000 and $60,000
Over $60,000
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6
Do you have $1000 to cover an emergency?
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YES
NO
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7
Would your savings last 3-6 months if you lost your job?
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YES
NO
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8
Are you currently investing for retirement?
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YES
NO
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9
Do you have Life Insurance
*
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Check all that apply
I do not have insurance
I have Term Life insurance
I have Accidental Life Insurance
I have Whole Life Insurance
I have Long Term Care Insurance
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10
Are you saving for children's college education?
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YES
NO
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11
What is your housing situation?
*
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I don't pay for rent/mortgage
Renting
I have a mortgage
House is paid off
I don't pay for rent/mortgage
Renting
I have a mortgage
House is paid off
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12
I feel good about my current financial situation...
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