Personal Financial Life Assessment

Money, money, money... Most people feel they don’t have enough of it. Theymay feel it is a measurement of success. They may feel insecure or a sense offailure by the lack of it.

By completing the Personal Financial Life Assessment you get an idea of how much money you truly need to be financially independent and how close or far you are from achieving it.

Directions: Rate each statement on a scale of 1 to 5 with 1being virtually not at all, and 5 being absolutely true. Place your number onthe line provided. Total your score at the end of each section. Remember thegoal of the assessment is to give you a starting point for your journey tosuccess. Don't be disappointed if you fall short of perfect scores at this pointin time. Your scores will increase as you make progress on your journey to TotalSuccess. Interpretation of the scores will be discussed at the end of thesection.

Personal Financial Life Assessment