Personal Financial Self-Assessment

Do you know your net worth (assets and debt)?
 Yes No
Do you have a tracking system for expenses?
 Yes No
Do you pay bills on time?
 Yes No
Do you incur penalty fees and finance charges?
 Yes No
Do you have cash flow issues?
 Yes No
Do you file your taxes annually?
 Yes No
If you don't file taxes annually, what year did you last file?
Have you ever filed for bankruptcy?
 Yes No
Do you add to savings annually?
 Yes No
Do you have a budget?
 Yes No
Are you self-employed or employed by a company?
 Self-employed Employed by a company
Are you married, single, or divorced?
 Married Single Divorced
Do you have any children? If so, how many and age of each?
 Yes No
Do you own or rent your home?
 Own Rent
Do you have an accountant?
 Yes No
Do you have an emergency fund?
 Yes No
Briefly describe your current financial situation.
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