Personal Financial Life Assessment

Money, money, money... Most people feel they don’t have enough of it. They may feel it is a measurement of success. They may feel insecure or a sense of failure 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 1 being virtually not at all, and 5 being absolutely true. Place your number on the line provided. Total your score at the end of each section. Remember the goal of the assessment is to give you a starting point for your journey to success. Don't be disappointed if you fall short of perfect scores at this point in time. Your scores will increase as you make progress on your journey to Total Success. Interpretation of the scores will be discussed at the end of the section.

Personal Financial Life Assessment