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Personal Finances Assessment Survey


This survey has been developed for the benefit of your financial health. Your answers are completely confidential. Please select the answer that best reflects your current situation. After you complete the assessment survey, you will receive a full report, links to free Best Practices resources, and a planning calendar to help you improve your personal finances practices.

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1 - Have gone through Bible-based and practical financial training (book, small group, workbook or course)
2 - Developed a realistic written budget/spending plan to live within (or below) our means
3 - Have a good financial software or a written system and update it monthly to track our income, expenses and giving
4 - Have researched the salary ranges for our professions/positions
5 - Have agreed upon financial goals for the next 1, 3, 5 and 10+ years
6 - Use helpful financial resources and trusted advisor/s to help us with financial decisions
7 - Have gotten our free credit score report and know our credit score numbers
8 - Know our net worth and update it at least once a year
9 - Have a current and legally-binding will and estate plan
10 - If married, know each other’s financial personality/temperament
11 - Use a checklist to help us maintain or improve our financial health on a monthly, quarterly, and annual basis
12 - Have researched and put into practice ways to make extra money