How financial fit are you? What are your financial goals?
- Do you have a personal budget, spending plan, or financial plan?
- How confident are you in achieving your financial goals?
- If you had an unexpected expense or someone in your family lost a job, got sick or had another emergency, how confident are you that your family could come up with money to make ends meet within a month?
- Do you currently have an automatic deposit or electronic transfer set up to put money away for a future use (such as savings)?
- In the past 60 days have you overdrawn your banking account or incurred any late fees?