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Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
To what extent do you agree or disagree with the following statement about your financial picture and mindset?
My financial decisions support the life I want to live and the person I want to be.

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
I understand the beliefs, emotions, and biases that influence my financial decisions.

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
I have a clear view of my complete financial picture – all of my assets (what I own) and my liabilities (what I owe)

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
Money is a cause of stress, anxiety, or worry in my life.

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
I have specific financial goals and clear strategies to achieve them.

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
I review my financial goals regularly and track my progress towards them.

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
What was your Household Income last year?

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
How much of your after-tax income are you able to save each month?

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
I track my cash flow each month and know how much I spend, save, and invest.

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
I am taking advantage of all available strategies to reduce the taxes I pay.

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
I review my taxes and proactively plan for upcoming personal, professional, and financial changes.

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
My Credit Score is

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
How much of your monthly income goes toward debt payments? (mortgage, car loan, student loans, etc.)

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
My debt and monthly payments are a cause of stress in my life.

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
How much of your after-tax monthly income are you investing?

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
I have a clear picture of all investments and the level of risk I am taking.

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
How many months of expense could your Emergency Fund cover?

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
I have insurance coverage in all of the categories that are important to my financial well-being (e.g. health, disability, life, and property (e.g. home, car).

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
I review my insurance policies regularly and after major life changes to ensure they are up to date.

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
When were your estate planning documents executed (e.g. your will, financial power of attorney, advanced healthcare directive)?

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
I review my estate planning documents regularly to ensure they are up to date.

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
To what extent is Education Planning a concern of yours?

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
As a percentage of your income, how much are you saving towards an education?

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
I am saving enough and using all tax savings opportunities available.

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
As a percentage of your income, how much are you saving for retirement?

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
How much have you already saved towards retirement?

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
I know how much money I need to save in order to achieve a financially secure retirement.

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
I have the expertise and time to effectively implement all aspects of my financial plan.

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing
I periodically review my financial plan to evolve my strategies when there are changes in my life.

Financial Picture and Mindset
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Saving
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Optimizing
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Protecting
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Planning and Implementing

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