Assess Your Financial Situation Questionnaire - Carreira Finance Coaching

Financial Assessment Questionnaire

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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.


Debt | Savings | Emergency Fund | Credit Score | Investing | Tax | Savings Rate