Your First Step to Peace of Mind

Personal Finance Report Card

A self assessment for your own records or to submit to us.
Full Name

First NameLast Name
Date
Within the following categories, give yourself a grade from A to F, and include a small step to improve your grade if needed.

RECORD KEEPING

	Grade (A-F) or N/A	First Step I can take to raise my grade
I keep organized and accurate personal financial records.
My spouse (or important other) knows where to find all vital documents.
I have a "Grab It Book" in case of emergency, and it is current.
I have protected my most important and sentimental documents.

INVESTING and TAXES

	Grade (A-F) or N/A	First Step I can take to raise my Grade
I feel comfortable with my investment strategy.
I understand how much my investments cost each year.
I know my marginal tax bracket.
I spend time on tax planning.

CONTINGENCIES

	Grade (A-F)or N/A	First Step I can take to raise my Grade
I have a Health Care Directive and it is easy to locate.
The other Estate Documents are current.

INSURANCE and BENEFITS

	Grade (A-F)or N/A	First Step I can take to raise my Grade
My home and other real estate are insured to at least 80 % of FMV excluding land.
I have the right amount of Disability and Life Insurance.
I am taking advantage of all benefits available through my employer.

SPENDING and SAVING

	Grade (A-F)or N/A	First Step I can take to raise my Grade
I know how and where I spend my money.
I have enough cash in savings to meet most emergencies.

GOALS and DREAMS

	Grade (A-F)or N/A	First Step I can take to raise my Grade
I have taken the time to think about my goals and dreams.
I have a plan to reach my goals and dreams.

OVERALL GRADE

Grade (A-F)

My overall grade is:
Leave a note for yourself for future reference.
Add a note to us if you would like to submit this evaluation.
Email Address: We will only use this to contact you if you choose to submit this form upon completion.
1. This evaluation is a self assesed overall measurement of your personal financial standing.

2. Take this quiz as often as necessary for best improvement over time.

3. Consult us if you would like assistance with any particular category found above.

4. Strive for all A's for peace of mind in your personal finances.

SALVINI FINANCIAL PLANNING
Note: Print before submission for best results.
Should be Empty:

Personal Finance Report Card