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How Financially Free are You? |
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How
Financially Free are You?
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"If
we don't change the direction we are going, we're likely to
end up where we're headed." --Ancient Chinese Proverb
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- The wheel of FINANCIAL FREEDOM is divided into ten sections.
- Each section represents an important aspect of your financial
well being.
- Complete this simple test to measure your current financial
status.
- Score each section, using a scale of 1 to 10.
- Ten being the highest level of satisfaction or completion and
one, lowest.
- Print this page and take the test.
| Assessment
Item |
Score
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| 1.
I have no credit card or short term DEBT. |
_________
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| 2.
I know how much I need to RETIRE, and I have a plan. |
_________
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| 3.
I have six months of living expenses in RESERVES. |
_________
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| 4.
I SAVE at least 10% of my income. |
_________
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| 5.
I utilize a spending plan (BUDGET) and live within my means. |
_________
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| 6.
I don't pay any more TAXES than I am legally obligated. |
_________
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| 7.
I have a FINANCIAL PLAN for next year. |
_________
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| 8.
I am in a CAREER that is financially and personally rewarding. |
_________
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| 9.
I know how much I am WORTH, financially. |
_________
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| 10.My
WILL is up to date and accurate. |
_________
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TOTAL
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_________
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A total score of 70 or less, or an individual
score of 5 or less, indicates areas for improvement.
Our Ask the Advisor, Financial Independence, or Financial Coaching
Programs may be just the answer. Please call us at (619) 209-6565
or email ted@feeonlyadvisor.com.
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