Financial Assessment Financial Assessment Rate your financial wellness with our free financial assessment. Please fill out the form below. Name * Name First First Last Last Email * 1) Am I conscious of my spending? Yes No 2) Do I know the condition of my credit scores? Yes No 3) Have I prepared an heritance for my children's, children? Yes No 4) Do I have an executed estate plan? Yes No 5) Do I have an emergency fund? Yes No 6) Do I have a retirement plan in place? Yes No 7) Do I pay credit card balances in full monthly? Yes No 8) Do I communicate with my spouse about our finances? Yes No 9) Do I have less than $8k in credit card debt? Yes No 10) Am I paying 36-43% or less of my income for housing Yes No Assessment Results - How did you rate? Would you like to be contacted to discuss your path to financial freedom? * Yes No If you are human, leave this field blank. Submit Δ “The unexamined life is not worth living”– Socrates
