PEACE OF MIND INDICATOR
What is your name? *
Your answer
1. How do you feel about your overall financial health?
Lousy
Outstanding
2. How to you feel about your ability to minimize or avoid credit card debt?
Lousy
Outstanding
3. How do you feel about the amount of money you save relative to what you earn?
Lousy
Outstanding
4. How do you feel about your amount of emergency cash reserves?
Lousy
Outstanding
5. Rate your knowledge of specific types of investments and portfolio allocation?
Lousy
Outstanding
6. If applicable, how do you feel about your knowledge of college savings programs?
Lousy
Outstanding
7. How do you feel about your knowledge of your insurance plans?
Lousy
Outstanding
8. Rate your awareness of how much you need for retirement and if you are on pace?
Lousy
Outstanding
9. Rate your awareness and understanding of your employer benefit plans (401k, insurance, etc.)
Lousy
Outstanding
10. How is your overall financial peace of mind?
Lousy
Outstanding
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