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Take A Financial Physical
How are you doing financially?
1. If you lost your job, would your savings sustain you for at least 60 days?
Yes
No
2. Are you currently following a monthly spending plan?
Yes
No
3. Do you rely on credit cards as bridge to next payday?
Yes
No
4. Are you on track to be able to quit working by age 70?
Yes
No
5. Do you have each of the “big 4” insurance coverages: homeowners/renters, auto, health & life?
Yes
No
6. Do you have any specific financial goals written down?
Yes
No
7. Where would you like your results emailed to?
Send
