• Calculated Finance™ Financial Health Assessment

  • Section 1: Income & Cash Flow

  • Do you know exactly how much money you bring home each month?*
  • At the end of the month your money usually…*
  • How confident are you in managing your monthly cash flow?*

  • Section 2: Budgeting

  • Do you currently use a budget?*
  • How often do you review your spending?*
  • If an unexpected $500 expense came up today…*
  • How often do you stick to your budget?*

  • Section 3: Savings

  • Do you have an emergency fund?*
  • Do you save money every payday?*
  • Are you saving toward specific goals?*
  • If you lost your job tomorrow…*

  • Section 4:

  • Which best describes your debt?*
  • Do you pay your credit cards in full?*
  • Have you missed a payment in the last year?*
  • Do you know your credit score?*

  • Section 5: Financial Goals

  • Do you have written financial goals?*
  • Are you investing for retirement?*
  • How confident are you that you’ll reach your financial goals?*

  • Section 6: Financial Habits

  • Do you know where every dollar goes?*
  • Which statement best describes you?*
  • Should be Empty: