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Financial Audit Quiz
I track my income and expenses every month
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Q1
A
Yes
B
No
C
Not Sure
I have a retirement plan in place
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I have a retirement plan in place
A
Yes
B
No
C
Not Sure
I have enough savings to see me through six months of my living expenses in case I lose my job.
*
I have enough savings to see me through six months of my living expenses in case I lose my job.
A
Yes
B
No
C
Not Sure
I know how much total debt I owe at any time
*
I know how much total debt I owe at any time
A
Yes
B
No
C
Not Sure
I have sufficient life insurance coverage?
*
I have sufficient life insurance coverage?
A
Yes
B
No
C
Not Sure
I have a well defined financial goal.
*
I have a well defined financial goal.
A
Yes
B
No
C
Not Sure
I save consistently every month, no matter how small
*
I save consistently every month, no matter how small
A
Yes
B
No
C
Not sure
I am actively investing in assets that can grow over time
*
I am actively investing in assets that can grow over time
A
Yes
B
No
C
Not Sure
I can confidently explain where most of my money goes.
*
I can confidently explain where most of my money goes.
A
Yes
B
No
C
Not sure
I invest regularly, even if it’s a small amount
*
I invest regularly, even if it’s a small amount
A
Yes
B
No
C
Not Sure
I seek knowledge or advice before making investment decisions.
*
I seek knowledge or advice before making investment decisions.
A
Yes
B
No
C
Not Sure
I have additional income stream(s) beyond my job
*
I have additional income stream(s) beyond my job
A
Yes
B
No
C
Not Sure
I am satisfied with my current financial condition.
*
I am satisfied with my current financial condition.
A
Yes
B
No
C
Not Sure
I have a plan for my expenses and i make my spending decisions based on a plan and not emotions
*
I have a plan for my expenses and i make my spending decisions based on a plan and not emotions
A
Yes
B
No
C
Not Sure
I avoid using debt to fund my lifestyle or wants.
*
I avoid using debt to fund my lifestyle or wants.
A
Yes
B
No
C
Not Sure
I understand the difference between good debt and bad debt
*
I understand the difference between good debt and bad debt
A
Yes
B
No
C
Not Sure
I have specific short-term and long-term savings goals.
*
I have specific short-term and long-term savings goals.
A
Yes
B
No
C
Not Sure
I prioritize financial education and personal development
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I prioritize financial education and personal development
A
Yes
B
No
C
Not Sure
I have a plan for my children's college and university education.
*
I have a plan for my children's college and university education.
A
Yes
B
No
C
Not Sure
I surround myself with people or communities that help me grow financially.
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I surround myself with people or communities that help me grow financially.
A
Yes
B
No
C
Not Sure
Thank you for taking this Quiz
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