How Financially Free Are You?
 
  • The wheel of FINANCIAL FREEDOM is divided into ten sections.

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  • Each section represents an important aspect of your financial well being.

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  • Complete this simple test to measure your current financial status.

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  • Score each section, using a scale of 1 to 10.

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  • Ten being the highest level of satisfaction or completion and one, lowest.

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  • Print this page and take the test. 

       Assessment Item
Score
1.  I have no credit card or short term DEBT.
_________
2.  I know how much I need to RETIRE, and I have a plan.
_________
3.  I have six months of living expenses in RESERVES.
_________
4.  I SAVE at least 10% of my income.
_________
5.  I utilize a spending plan (BUDGET) and live within my means.
_________
6.  I don't pay any more TAXES than I am legally obligated.
_________
7.  I have a FINANCIAL PLAN for next year.
_________
8.  My investments are spread among many different types of assets.
_________
9.  I know how much I am WORTH, financially.
_________
10.My WILL is up to date and accurate.
_________
TOTAL
_________

A total score of 70 or less, or an individual score of  5 or less, indicates areas for improvement.

 

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