Financial Assessment

Financial Assessment

Rate your financial wellness with our free financial assessment. Please fill out the form below.

Name
Name
First
Last
1) Am I conscious of my spending?
2) Do I know the condition of my credit scores?
3) Have I prepared an heritance for my children's, children?
4) Do I have an executed estate plan?
5) Do I have an emergency fund?
6) Do I have a retirement plan in place?
7) Do I pay credit card balances in full monthly?
8) Do I communicate with my spouse about our finances?
9) Do I have less than $8k in credit card debt?
10) Am I paying 36-43% or less of my income for housing
Would you like to be contacted to discuss your path to financial freedom?

“The unexamined life is not worth living”
– Socrates