Family Financial Health Check Up

Take this self-assessment to find areas where you can improve
your financial planning.

* Do you feel comfortable with your current financial plan?
Yes
No
What is a financial plan?
*  Do you know where your money goes?
Yes
Mostly, but I never seem to have as much as I thought I did.
No, it just seems to disappear
*  Would you like to learn how to spend less but still live well?
Sure! Who wouldn't?
No
*  Are you able to pay off your credit cards each month?
I don't use credit cards
Yes -- with only a few exceptions
My credit cards worry me
No
*  Are you saving and investing money for short term goals and retirement?
Yes, all is well
Some, but how much is enough?
Saving? What's that?
No
* If your home burned down, you needed your appendix out or you died, would your family be provided for?
Yes
Unsure
No
* Are you on track for meeting your children's college costs?
Yes
I don't have children
No, I'm not prepared
*  Have you checked with the Social Security Administration in the last three years to verify that the records about you are correct?
Yes
Why would I do that?
No
*  Do you have an up-to-date inventory of your personal property?
Yes
What do I need that for?
No
*  Are you going to be shopping for a home loan within the next 2 years?
Yes
Maybe
No

 

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Web site coordinators:
Jamie Thompson
Sandra McKinnon
Site evaluation:
Cynthia Crawford
Last updated: March 09, 2005
Web site established by:
Kate Akers
Mark Belwood
Cynthia Crawford
Sandra McKinnon
Diana Hammond

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origin, sex, religion, age, disability or status as a Vietnam-era veteran in employment or programs.