Do you have any investments (401k, IRA, Mutual Funds, etc)?
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Yes, I’m on it!
No, haven’t gotten around to it.
I don’t know where to even start.
Are your investments aligned with your financial goals?
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Yes, I have a clear strategy
Not sure, I just have different products
Have you heard of the Rule of 72 and are you using it to maximize your money?
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Yes, I love the Rule of 72
No, I’ve never heard of it
Do you know how inflation affects your money?
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Yes and I have a strategy to overcome that
No, I’m not exactly sure
Does your current retirement plan minimize your taxable liability?
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Yes, I’m maximizing my tax savings
I don’t know if I have tax savings currently
Do you know how much you’ll need for retirement?
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Yes, I do
Not Sure
Do you know your FIN (Financial Independence Number) is and are you on track to hit it by your desired age?
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Yes, I’m on track to hit my FIN
No… What’s a FIN?
Do you know how to access your retirement money without penalties?
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Yes, I have a plan in place
I’m not sure
Do you know when you will be debt free?
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Yes, I have my debt freedom date on the calendar
I don’t know if I’ll ever be debt free
Do you have credit card or personal loan debt you’re working to pay off?
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Yes
No
Do you currently follow a monthly budget or spending plan?
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Yes, I love budgeting!
What’s a budget?
Do you know exactly how much money you spend versus save each month?
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Yes I track my spending and saving
No idea
Do you currently have life insurance coverage outside of work?
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Yes, I own my own policy
No, I haven’t gotten around to it
Do you have enough life insurance to replace your income, God forbid something happened to you or your spouse?
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Yes, I have 8-10x my annual income to make sure my family could keep their current lifestyle if something happened to me.
No, I don’t know what would happen to my family if I passed away
Do you know what type of life insurance you have and what, if any, exclusions are in your policy?
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Yes, I know exactly what I have.
I’m not sure, I haven’t looked at it in a while
Have you looked at your specific life insurance needs (i.e. debts, income replacement, education funds, funeral expenses)?
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Yes, I know exactly what I need
I’m not sure what I need
If you own a home, have you reviewed your mortgage rates and options recently?
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I’m good where I’m at
I would like to see what my options are
Do you know if you’re overpaying for auto or home insurance?
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Yes, I check prices regularly
No, I haven’t checked it in a while
Do you currently have a Will or Trust in place to make sure your affairs are in order and avoid probate and turmoil for your family as much as possible?
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Yes, I have all that taken care of
No, I haven’t gotten around to that
Do you have identity protection in place?
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Yes, my identity is protected
No, I don’t have anything
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