Financially Fit Assessment - The Wealthy Life

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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