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.