Financial Health Assessment

financial health assessment

Financial Health Assessment

How is your financial health? Take the quiz below and find out!

Welcome to your 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?

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