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Financial Assessment
First Name
Email
I am concerned about my personal finances
I have no concerns
I am slightly concerned
I am moderately concerned
I am deeply concerned
I have a written spending plan for each month
Never
I have done plans but they don't work
Once in a awhile I make a plan
I always plan each month
​My significant other and I work together on our finances
We never talk about our finances
We divide the bills and each take some
We've tried but usually end up fighting
We sit down and talk about them each month
I always have money to meet my (our) needs
I never have enough money
I spend what I want and worry about it later
My money runs out before the end of the month
I plan and save so needs are met
If something happened to me my significant other would know what to do and be okay.
They have no idea what is going on with finances
They have some idea what is taking place
They know where a few important documents are
Everything is laid out in a useful manner
​I have a savings plan for emergencies
My credit cards is for emergencies
A major emergency would completely disrupt our life
We have a little savings to use
We have a fully funded emergency account
Credit Cards
I use mine all the time and pay what I can. I am often late with payments
I use mine and I make the minimum payment each month
I use mine and I make more than the minimum payment each month
I pay mine off every month faithfully
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