Women & Money Co.
How Strong is Your Personal Financial Plan?
Email *
First Name *
Last Name *
Age Group *
Is your personal financial plan solid or do you have some work to do?
Money matters can be stressful enough but when being a woman means the odds are stacked against you, an approach that caters to your unique needs is necessary. Debt, overspending, poor budgeting, and lack of investment know-how often lead to marital break-ups, anxiety, depression and poor health; to name a few. Many people are not trained in or aware of how to create a solid personal financial plan. People think that their plans are effective when really they are not.

Achieve greater financial success with training and techniques designed for women, by women! This measure assesses many aspects of a personal financial plan to see whether you have areas to work on or improve upon. The results will indicate how strong your personal financial planning currently is and whether it is advised that you start from scratch or get some assistance with what you already have in place.

Please complete all items. Rate each item on a scale of 1-5. Select the answer that best represents your feelings, thoughts, and behaviors regarding your financial plan. Choose how true each statement is for you.
I have a personal financial plan in writing that outlines my planned expenditures over the next several years. *
Less True
More True
I have consulted with a financial specialist regarding my personal and professional financial future. *
Less True
More True
My financial plan has a large cushion built in for unanticipated costs or investments. *
Less True
More True
I have consulted an accountant and I have a system to keep track of expenses and income. *
Less True
More True
My financial plan includes fixed and variable expenses plus an emergency fund. *
Less True
More True
My financial plan reflects and separates out recurring costs. *
Less True
More True
My financial plan is analyzed and updated regularly. *
Less True
More True
My financial plan includes predicted costs for household expenses. *
Less True
More True
I have projected income for the next several years based on my discussions with my employer or my business plan. *
Less True
More True
My financial plan includes a budget for expenses including vacation costs, family costs, entertainment, lunches or dinners. *
Less True
More True
I make informed financial decisions, understanding the difference between wants and needs.. *
Less True
More True
I have sat down with my family and/or associates and brainstormed every possible source of expenses that may arise. *
Less True
More True
I have enough savings to cover at least 6-12 months should I lose my job or slow sales in my business. *
Less True
More True
I communicate with my family about money matters so that we are all working toward the same goals. *
Less True
More True
I am aware of the effects of advertising on the financial decisions I make and I am not influenced by them. *
Less True
More True
I have explored the option of loans and have decided whether this avenue is right or wrong for me and/or my family. *
Less True
More True
When I think about my financial plan, I feel calm and secure because I know how thorough it is. *
Less True
More True
I take care of my finances today by tracking expenses and creating a budget that is flexible and realistic. *
Less True
More True
I take care of my finances tomorrow by saving for my future. *
Less True
More True
I meet the credit obligations I have made on time and as agreed. *
Less True
More True
I have clearly decided on a debt-reduction plan. *
Less True
More True
I have a thorough contingencies section in my financial plan, which describes potential problems and solutions. *
Less True
More True
My financial plan reflects my seriousness and my commitment to making every area of my life work. *
Less True
More True
I sleep well at night knowing that the financial side of my life is well planned and accounted for. *
Less True
More True
I continually increase my education about financial health, budgeting, credit, and personal debt. *
Less True
More True
My personal financial plan accounts for missed revenues due to holidays, sick days, time off and emergencies. *
Less True
More True
After consulting with several professionals or knowledgeable parties, I am convinced that I have a well-diversified investment portfolio. *
Less True
More True
I do not have too much trouble with keeping track of my income and expenditures. *
Less True
More True
I have updated my financial plan quarterly (or I plan to). *
Less True
More True
I have read several books and articles or done other forms of research on how to create a strong financial plan. *
Less True
More True
Click the link below to schedule your free 15 min discovery call, review your results and learn more about ways I can help you improve your financial future.
acuity.com/woodsonlegacy
Disclaimer: This assessment is not intended to provide a psychological or psychiatric diagnosis and your completion of the test does not indicate a professional counseling or coaching relationship with the creators or administrators of the test.
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