Financial Fitness Assessment #1

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Financial Fitness Assessment #1

Are you optimistic about your prospects for maintaining or improving your lifestyle? Assessing where you are right now is a first step toward moving forward. Keep in mind, there are no good or bad levels. Your response will depend on the goals you set for yourself based on your purpose and needs

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Name: *

Email *

Status: *

I calculate my net worth (assets minus debts) annually. *

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HEARTFULLY YES

1

2

3

HALFFULLY NO

I have at least three months’ expenses set aside in a readily accessible account (e.g., money market mutual fund) *

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HAPPILY YES

1

2

3

SADLY NO

I have insurance to cover “big” unexpected expenses, such as a hospital bill or disability. *

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YES WAY

1

2

3

NO WAY

I own *

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CAR

HOUSE

HOUSE AND CAR

Required

I am *

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I have money spread across more than one type of investment *

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REAL ESTATE

EQUITY

STOCK

MUTUAL FUND

Other:

Required

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