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The Financially Fit Assessment

Test your financial fitness...

 

Are you Financially Flabby or Financially Fit? 

This assessment will tell you where you are right now, so you can have a starting point to better your financial situation.  Once you take this assessment you will be able to gain clarity in the areas that you need to focus on so you can achieve financial freedom.

 

Start

Question 1 of 17

I can pay my bills every month comfortably

 

A

Yes

B

No

Question 2 of 17

I can pay off my credit cards every month

A

Yes

B

No

Question 3 of 17

I can pay my mortgage and rent on time every month 

A

Yes

B

No

Question 4 of 17

If I don't work, I can cover my expenses for...

A

One Year or more...

B

6 Months

C

3 months

D

Less than 3 Months

E

Not at all

Question 5 of 17

I have Health Insurance

A

Yes

B

No

Question 6 of 17

I have Car Insurance

A

Yes

B

No

C

I don't have a car

Question 7 of 17

I have Life Insurance

A

Yes

B

No

Question 8 of 17

I have Long Term Care Insurance

A

Yes

B

No

Question 9 of 17

 

I am putting Money aside towards Retirement 

A

Yes

B

No

Question 10 of 17

I have an up to date Will

A

Yes

B

No

Question 11 of 17

I have an up to date Living Trust to protect my assets

A

Yes

B

No

Question 12 of 17

I have an established Financial Plan

A

Yes

B

No

Question 13 of 17

I am on track of my Financial Goals

A

Yes

B

No

Question 14 of 17

I am worried about my finances

A

Yes

B

No

Question 15 of 17

I know my Financial Freedom Number

A

Yes

B

No

C

I don't know what is a Financial Freedom Number

Question 16 of 17

The yearly income that I am accustomed is...

A

$0-$50k

B

$50k-$100k

C

$100k-250k

D

$250k-$500k

E

$500k-1MM+

Question 17 of 17

My age group is...

A

18-24

B

25-39

C

40-49

D

50-64

E

65 or above

Confirm and Submit