Answer these questions to get your personal financial baseline. If the answer to any of the questions is no, check out these resources to learn more about reaching your financial goals.
- Do you know your money values & beliefs and how they influence you?
- Do you have healthy strategies for talking about money with your partner, kids, or other trusted members of your community?
- Do you know where you money goes each month?
- Do you have short term savings for emergencies and specific goals?
- Do you have savings for retirement and do you know the balances?
- How many credit cards do you have?
- Are your credit cards maxed out, and /or do you pay more than the minimum?
- Do you know the interest rates on your credit card, car, home, and student loans?
- Do you know your credit score?
- Do you have the right insurance coverage and types?