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Gauge Your Financial Fitness

These twelve true/false statements will help you determine if your Financial Fitness will get you where you want to go. A "false" response to any statement indicates a damaged or missing spoke that may impede your progress.

  • I have no credit card or short-term DEBT
  • I SAVE at least 10% of my income
  • I utilize a spending plan (BUDGET) and live within my means
  • I have six months of living expenses in RESERVE
  • I pay only the TAXES that I am legally obligated to pay
  • I have written short- and long-term GOALS
  • I have a WILL (or trust) that is up to date and does what I want it to do
  • I have a RECORD KEEPING system and I can find what I need when I need it
  • I am EARNING up to my potential in a career that I enjoy
  • I can easily COMMUNICATE with my loved ones about money issues
  • I know my financial NET WORTH
  • My HOME is an integral part of my overall investment strategy

A no-cost, no-obligation consultation can help to objectively evaluate your individual situation and identify a course of action to get you moving in the right direction.

  • Make some cash and make a difference

    February 01, 2012

    It's so easy to become overwhelmed by the bombardment of bad news we see every day, and feel as if the little we can do can't possibly make a difference. Socially responsible investing, or SRI for short, is all about making money while making a difference.

    Erin Baehr

When do you file your tax return?

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