Financial Assessment

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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