Financial Life Checkup
* is required
name*
Rate the following statements 1-5, 1 being not satisfied and 5 being very satisfied
I am satisfied...
...with my ability to meet my financial obligations.
...with the income potential my current job or career provides me.
...with my spending habits.
...with the level of debt I carry.
...with the "extras" that I am able to buy for myself and/or loved ones.
...with the level and quality of insurance protection I currently have.
...with the amount of money that I save and invest on a regular basis.
...with my current investment choices.
...that I am on track to build a sufficient retirement nest egg.
...with the level of employee benefits I receive.
...with my style of personal bookkeeping and financial records management.
...with my plans for my children's education.
...with my estate plan.
...with my level of charitable giving.
...with my level of personal financial knowledge I have attained.
...with how I respond emotionally to my personal finance issues.
...with my ability to communicate about my financial matters.
...with the feelings I have about my money life.
...that financial issues do not cause stress or strain in the relationships that are important to me.
...with the working relationships I have with my financial service providers (that is, insurance agent, banker, financial planner, broker, and accountant).
Life Events
Select the life events you are currently experiencing or anticipate experiencing in the future.
Financial
Buying/selling a home
Reconsidering investment philosophy
Significant investment gain/loss
Concerned about debt
Considering investment opportunity
Receiving inheritance or financial windfall
Assistance to family member
Work
Contemplating career change
New job/job loss
Buying/selling a business
Transferring business to family member
Retirement
Phase into retirement
Full retirement
Start receiving Social Security income
Eligible for Medicare
Start receiving retirement plan distributions
Family
Marriage
Divorce/Separation
Expecting a child/Adopting
Child getting married
Relocating
Child going to college
Recent death of family member
Health
Concern about an aging parent
Concern about the health of a child
Concern about the health of a spouse
Family member in need of professional care
Family member with disability or illness
Giving
Gift to children/grandchildren
Develop/review estate plan
Create or fund a scholarship
Fund a cause or event
Gift to church/charity
Defining True Wealth
Please complete the following statements as applicable to you.
1. I define success in my working life as:
2. I define success in my family life as:
3. I define balance in my life as:
4. I define success in my financial life as:
5. I hope to be remembered someday as:
What is smaller, 24 or 25?*
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