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Financially Fit Assessment Copy
1. I always spend less than I earn:
Yes
No
2. I consistently save more than 10% of my net income:
Yes
No
3. My net worth (assets minus liabilities) is greater than $1 million:
Yes
No
4. I have set specific financial goals and have a plan in place to achieve them:
Yes
No
5. I am confident I can retire when I want, and will have adequate retirement income for life:
Yes
No
6. I understand investment options to maximize returns within my risk profile:
Yes
No
7. I am very organized: I pay bills on time and have important documents in order:
Yes
No
8. I have an emergency fund equal to at least 6 month's income:
Yes
No
9. I have adequate insurance in place (life, disability, home, auto, health, dental) and review it annually:
Yes
No
10. I have a valid Will and Power of Attorney and review it every 3-5 years:
Yes
No
Total Score
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