Rate on Scale of 1-5: We know where all our income goes each month.
Rate on Scale of 1-5: We feel in control of our income and expenses.
Rate on Scale of 1-5: We know where everything is and what it's worth.
Rate on Scale of 1-5: We completely understand investing.
Rate on Scale of 1-5: We have an Investing Plan and follow the plan.
We have approximately the following percentage of Stocks to Fixed Income (bonds, cash, etc):
When the Market Crashed in 2020, before it returned we:
Rate on Scale of 1-5: How confident are you that you will pay the least amount of taxes over your LIFETIME?
Do you have a Power of Attorney?
Are all your Beneficiaries current and correct?
Our life insurance situation is:
Our Long-Term Care Situation is:
Rate on Scale of 1-5: We understand our current health insurance completely.
Rate on Scale of 1-5: We are confident we are fully covered and are getting the most value for our Home & Auto insurance.
Rate on Scale of 1-5: We are fully on track to retiring when we want to.
Rate on Scale of 1-5: We have a plan in place to stay/get on track.
How much do you want to want to learn about finances?
These questions do not affect score.
How much time can you devote to learning about and working on your finances?
Again, answer has no affect on your score. Answer honestly so we can tailor our tips to you specifically.
Are you a Delegator or a DIYer?
No effect on score.