Evaluate Your Financial Fitness

Evaluate Your Financial Fitness

When the spoke wheel was invented, its structure and balance helped our ancestors move from one physical location to another with greater ease and speed than ever before. When your destination is financial independence, the ease and speed with which you travel also depends upon a structurally sound "wheel." These twelve true/false statements will help you determine if your Financial Fitness Wheel will get you where you want to go. A "false" response to any statement indicates a damaged or missing spoke that may impede your progress.

I have no credit card or short term DEBT
I SAVE at least 10% of my income
I utilize a spending plan (BUDGET) and live within my means
I have six months of living expenses in RESERVES
I pay only the TAXES that I am legally obligated to pay
I have written short- and long-term GOALS
I have a WILL (or trust) that is up to date and does what I want it to do
I have a RECORD KEEPING system and I can find what I need when I need it
I am EARNING up to my potential in a career that I enjoy
I can easily COMMUNICATE with my loved ones about money issues
I know my financial NET WORTH
My HOME is an integral part of my overall investment strategy

A no-cost, no-obligation consultation can help to objectively evaluate your individual situation and identify a course of action to get you moving in the right direction.


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