Financial Assessment

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FINANCIAL SELF ASSESSMENT QUESTIONNAIRE

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Income & Budgeting

I earn enough money to cover my basic living expenses.

I have surplus money each month.

I seem to run out of money before all my bills are paid.

My income is unpredictable so each month is hard to budget

Clear selection

Spending Habits

I avoid impulse purchases and unnecessary spending and live within my means

I am an impulsive buyer and seem to make unnecessary purchases

I regularly review recurring expenses/subscriptions and take time to research options

I don't prioritize reviewing my recurring expenses/subscriptions

Clear selection

Debt Management

I understand all my current debts (amounts, interest rates, due dates)

I am actively working to reduce or eliminate debt

I have a tendency to avoid keeping tract of my debt

I have little to no current debt (outside of mortgage and car payment)

I want to reduce of pay off my debt but don't know where to begin

Clear selection

Investments

I understand my investments and monitor their performance, making changes as necessary

Investing confuses me - I have investment but don't understand how they work or are performing

I want to start investing but don't know where to begin

I don't have money in my budget to invest

Clear selection

Retirement

I feel confident that I will be able to retire comfortably

I am not sure if I am on track for my retirement

I feel I am behind on retirement savings

I have just begun saving for retirement

I have not started saving for retirement

Clear selection

Insurance

I feel I have adequate coverage at a fair price (health, home, auto)

I haven't reviewed my coverage in the last 3 years

I am not sure if I have the correct coverage and/or not overpaying

Clear selection

Taxes

I understand my income tax and look for ways to reduce my tax liability

I just file my taxes but don't really know how much I am paying

I would like to know if I can reduce my tax liability but don't know how

I am self employed and always seem behind on paying taxes

Clear selection

Financial Knowledge & Planning

I like doing research and making my own financial decisions

I seek guidance from family members when making decisions

I value professional guidance to help me achieve my financial goals

I want to learn so I can start out on track

Planning is not important to me

Clear selection

I would like a complimentary review

YES

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