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?

E-Mail address:
Anna Sergunina
Anna Sergunina

I'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

Get Started with Get started with Anna’s team

Stay updated on future articles, shows, and podcasts