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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.

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