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?

Name:
E-Mail address:
Anna Sergunina
Anna Sergunina
anna@mainstreetplanning.com

I passionately believe that in order to live a life of fulfillment and joy, we must genuinely serve each other in any way possible. I found my mission in life to serve others via financial planning. Anna regularly writes about personal finance. Her work appears on Business Insider, Nasdaq, Nerdwallet, among others. Anna is the creator of Money Flow system.

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