Financial Stability Quiz

1

I know how and have written down my budget. (budget apps incl) * This field is required.

YESNO

2

I am good at following my budget * This field is required.

YESNO

3

I have at least 3 months of my monthly expenses saved in my emergency fund. * This field is required.

YESNO

4

I am debt free or have a clear idea of how much I owe and how I will pay it off. * This field is required.

YESNO

5

I am able to comfortably afford my current expenses with my current income. * This field is required.

YESNO

6

What level of education have you completed* This field is required.

7

I know exactly what's on my credit and requested a copy of my credit report within the last 12 months. * This field is required.

YESNO

8

I am aware of my retirement and investment goals. I am currently investing inside/outside of my retirement plan * This field is required.

YESNO

9

What type of activities do you enjoy in your free time? Do you enjoy them frequently?

10

Have you invested in your personal/professional development in the last 12 months? * This field is required.

YESNO

11

Full Name* This field is required.

First Name

Last Name

12

Email* This field is required.

example@example.com

13

Phone Number

Area Code

Phone Number

14

Your total point is