• Consider each question carefully. Please select the answer that most closely reflects your financial situation, habits and beliefs.

  • I earn enough money now to live the life I want*
  • I have the means or a plan in place to ensure that I will have enough money for retirement.*
  • When I think about my money I feel...*
  • I have an unpaid balance on my credit card or line of credit due to unexpected expenses or impulse spending.*
  • I feel I spend my money wisely.*
  • I am financially prepared for an unexpected emergency or life event, like job loss, divorce or illness.*
  • I have money readily available to pay for annual or infrequent expenses when they arise, like vacations, property taxes or car and home repairs.*
  • I have enough money to give back to the charities I want to support.*
  • I am currently financially independent or semi-retired and only working because I choose to.*
  • I have a financial plan in place for my short term and long term goals.*
  • Should be Empty: