Content on this page requires a newer version of Adobe Flash Player.

Get Adobe Flash player




FINANCIAL ASSESSMENT

Please complete the following personal profile information.

Name:   Date:
Adddress:   City, State, Zip:
Email:      
Phone:   Referred By:

Please choose the single answer that best fits your personal financial picture. Each answer is assigned a certain number of points which will be totaled at the end of the assessment and a Financial Coaching Specialist will contact you to schedule your complimentary coaching session to discuss your results with a Financial Life Coach..

Do you have a plan for monthly spending to track how much you save, spend and earn?
Do you worry about having adequate money for your needs?
How often do you argue or disagree with your companion about finances?
How much are you saving monthly?
Do you know your financial net worth?
How many books or articles about finances have you read in the past year?(Give one (1) point for each book or article read.)
What percentage of your income is used toward paying off debt?
Have you considered the rules of the financial games you are playing and the risks associated with changes to those rules?
What is your plan for retirement?
Do you understand that taxes can affect your finances and how?
It is important to have all your important financial papers organized, such as insurance policies, trusts and wills, and an estate. Have you completed the task, additionally do you have a plan in place to protect assets against loss, theft, and Taxes?
Are you sufficiently prepared for the future?

A Financial Coaching Specialist will contact you to schedule your complimentary coaching session to discuss your results with a Financial Life Coach.