Financially Fit Assessment

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:
1
2
3
4
5
You Need Some Help
6
7
8
Almost There
9
10
You're Fit!
Read our "5 steps to becoming financially fit" article here.

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