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Answer this financial assessment questionnaire truthfully for your score to reflect your current financial situation.
Don’t lie to yourself! Only you can see the results of your answers.
There are a total of 28 questions with 9 categories:
- Debt
- Budgeting
- Savings
- Credit score
- Retirement
- Investing
- Tax
- Other
- Just think about it
Financial Assessment Questionnaire
-8 and 6, it’s never too late to start improving on your finances
7 and 16, you need to keep learning
17 and 26, you are on your way to success
27 and 36, you are a personal finance master
If you need help with your finances, don’t hesitate to contact me or schedule your free 15-minute call.
Ressources
Debt | Savings | Emergency Fund | Credit Score | Investing | Tax | Savings Rate