To help you clearly understand your current situation, try The Financial Report Card. Rate your reactions to each pair of phrases. Decide where you lie on the scale (1-10). Your responses will be totalled and rated with our financial report card.
I have set some clear goals for my financial future
I have a strategic financial plan in place
I am not confident that I will have sufficient funds at retirement
I am confident that I will have sufficient funds at retirement
I am not confident that in the event of my untimely death, that my family will be financially okay
I am confident that in the event of my untimely death, my family will be financially okay
In the event of a medical condition, I do not have the financial resources readily available to seek out the best treatment in the world
In the event of a medical condition, I have the financial resources readily available to seek out the best treatment in the world
I am not confident that if I became disabled for a period of time, my coverage is adequate and our lifestyle would not suffer greatly
I am confident that if I became disabled for a period of time, my coverage is adequate and our lifestyle would not suffer
I am not confident that I have prepared well for my child's education plans
I am confident that I have prepared well for my child's education plans
I do not budget my cash flow well and find it difficult month to month
I do budget my cash flow well and do not find it difficult month to month
I am not confident that my assets will be passed in the most effective way possible to my heirs
I am confident that my assets will be passed on in the most effective way possible to my heirs
I am not happy with the financial advice I have received from my other Advisor
I am happy with the financial advice I have received from my other advisor