- 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
|
| 1. I have no credit card or short term DEBT. |
_________
|
| 2. I know how much I need to RETIRE, and I have a plan. |
_________
|
| 3. I have six months of living expenses in RESERVES. |
_________
|
| 4. I SAVE at least 10% of my income. |
_________
|
| 5. I utilize a spending plan (BUDGET) and live within my means. |
_________
|
| 6. I don't pay any more TAXES than I am legally obligated. |
_________
|
| 7. I have a FINANCIAL PLAN for next year. |
_________
|
| 8. I am in a CAREER that is financially and personally rewarding. |
_________
|
| 9. I know how much I am WORTH, financially. |
_________
|
| 10.My WILL is up to date and accurate. |
_________
|
TOTAL |
_________
|
A total score of 70 or less, or an individual score of 5 or less, indicates areas for improvement.
Our Financial Tuneup, Financial Independence, or Financial Coaching Programs may be just the answer. Please call us at (619) 669-1111 or email ted@feeonlyadvisor.com. |
