Financial Health Assessment

Do you spend less than you make?

Do you have defined/quantifiable financial goals?

Do you have an Emergency Fund ready?

Are you comfortable that your insurance coverage (health, auto, homeowner's/renter's, disability, life, etc) is where it needs to be?

Is your tax return filed on time every year?

Is your Will/POA (Power of Attorney) up-to-date?

How often are you tracking/evaluating your investments?

Do you have identity theft protection measures in place?

Do you have a physical and digital disaster plan in place?

Do you have a personal financial statement?

Do you have an up-to-date budget that includes your income(s) and expenses?

Is your spouse/partner informed about your financial affairs?