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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?
Yes
No
If so, how many and age of each?
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.
Name
(Required)
Email
(Required)
Phone
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