Take this self-assessment to find areas where you can improve your financial planning.

Do you feel comfortable with your current financial plan?
	Yes No What is a financial plan?
Do you know where your money goes?
	Yes Mostly, but I never seem to have as much as I thought I did. No, it just seems to disappear
Would you like to learn how to spend less but still live well?
	Sure! Who wouldn't? No
Are you able to pay off your credit cards each month?
	I don't use credit cards Yes -- with only a few exceptions My credit cards worry me No
Are you saving and investing money for short term goals and retirement?
	Yes, all is well Some, but how much is enough? Saving? What's that? No
If your home burned down, you needed your appendix out or you died, would your family be provided for?
	Yes Unsure No
Are you on track for meeting your children's college costs?
	Yes I don't have children No, I'm not prepared
Have you checked with the Social Security Administration in the last three years to verify that the records about you are correct?
	Yes Why would I do that? No
Do you have an up-to-date inventory of your personal property?
	Yes What do I need that for? No
Are you going to be shopping for a home loan within the next 2 years?
	Yes Maybe No