f na n c ia s lf - a s s essm ent
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#1. I pay my bills on time. Answer:________ #2. I save 10% or more of my income each month.Answer:________ #3. I keep three months net income in a “rainy-day fund.”Answer:________ #4. I plan ahead and save for large expenses.Answer:________ #5. I set and keep financial goals for myself on a regular basis.Answer:________ #6. I follow a set budget each month.Answer:________ #7. I shop around and compare prices before making a majorpurchase.Answer:________ #8. Regularly check my credit report.Answer:________ #9. I examine my checking account statements each month.Answer:________ #10. I look for ways to become more financially aware and educatedon a regular basis.Answer:________
Financial Self-Assessment
Answer “Always”, “Sometimes,” or “Never” for each of the following statements:
Answer key: Give yourself 2 points for every “Always”, 1 point for every “Sometimes”, 0 pointsfor each “Never”If you score:15 points and up = Schedule a financial check-up as you celebrate your strong financial IQ!10-14 points = Walk to your nearest financial advisor as you pat yourself on the back!9 or less points = Run for help! But look at the bright side, even Warren Buffet has a financialadvisor.
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