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Beyond the Benefits — Family Financial Preparedness Check

How financially prepared is your family for the unexpected?

Answer five short questions to explore how your family might manage financially during serious illness or after a death. You’ll receive a preparedness snapshot and practical next steps.

This is an educational self-check based on your answers.

If your household lost a main source of income, how long could your available savings cover essential bills?

Six months or longer

Three to five months

Less than three months

I’m not sure

Do you know which financial benefits you have through work—and what would happen to them if you left your job?

Yes, I understand both

I know what I have, but not what happens if I leave

I know very little about my benefits

I don’t have workplace benefits

Have you estimated how much money your family would need if you or another main income earner died?

Yes, and I’ve reviewed the estimate within the past year

Yes, but it needs updating

I’m not sure how to estimate it

How clear is your plan for covering those needs using savings, existing coverage, or other resources?

I have a documented plan based on an estimate

I have some resources, but haven’t checked whether they would be enough

I don’t have a plan yet

I’m not sure

Could someone you trust find the financial information and contacts they would need in an emergency?

Yes, it’s organized and they know where to find it

Some of it, but there are gaps

No, it isn’t organized

I’m not sure