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Personal Finances Financial Health Assessment Survey

FINANCIAL GOALS

IF MARRIED, EACH OF YOU SHOULD TAKE THIS SURVEY SEPARATELY. Then print out the results that will be emailed to you. Plan a time to compare, discuss and decide which of these Best Practices you want to work on to improve your financial health in the future. Your answers are 100% CONFIDENTIAL. For each item, provide the answer that best reflects your current situation. After you complete the assessment survey, you will be emailed your survey results, links to free Best Practices resources, and a planning calendar to help you customize a plan to improve your financial health.

Space Cell	Definitely	Somewhat	Not at all	Doesn't apply
1 - Have gone through Bible-based and practical financial training (book, small group, workbook or course)	1 - Have gone through Bible-based and practical financial training (book, small group, workbook or course): Definitely	1 - Have gone through Bible-based and practical financial training (book, small group, workbook or course): Somewhat	1 - Have gone through Bible-based and practical financial training (book, small group, workbook or course): Not at all	1 - Have gone through Bible-based and practical financial training (book, small group, workbook or course): Doesn't apply
2 - Developed a realistic written budget/spending plan to live within (or below) our means	2 - Developed a realistic written budget/spending plan to live within (or below) our means: Definitely	2 - Developed a realistic written budget/spending plan to live within (or below) our means: Somewhat	2 - Developed a realistic written budget/spending plan to live within (or below) our means: Not at all	2 - Developed a realistic written budget/spending plan to live within (or below) our means: Doesn't apply
3 - Have a good financial software or a written system and update it monthly to track our income, expenses and giving	3 - Have a good financial software or a written system and update it monthly to track our income, expenses and giving: Definitely	3 - Have a good financial software or a written system and update it monthly to track our income, expenses and giving: Somewhat	3 - Have a good financial software or a written system and update it monthly to track our income, expenses and giving: Not at all	3 - Have a good financial software or a written system and update it monthly to track our income, expenses and giving: Doesn't apply
4 - Have researched the salary ranges for our professions/positions	4 - Have researched the salary ranges for our professions/positions: Definitely	4 - Have researched the salary ranges for our professions/positions: Somewhat	4 - Have researched the salary ranges for our professions/positions: Not at all	4 - Have researched the salary ranges for our professions/positions: Doesn't apply
5 - Have agreed upon financial goals for the next 1, 3, 5 and 10+ years	5 - Have agreed upon financial goals for the next 1, 3, 5 and 10+ years: Definitely	5 - Have agreed upon financial goals for the next 1, 3, 5 and 10+ years: Somewhat	5 - Have agreed upon financial goals for the next 1, 3, 5 and 10+ years: Not at all	5 - Have agreed upon financial goals for the next 1, 3, 5 and 10+ years: Doesn't apply
6 - Use helpful financial resources and trusted advisor/s to help us with financial decisions	6 - Use helpful financial resources and trusted advisor/s to help us with financial decisions: Definitely	6 - Use helpful financial resources and trusted advisor/s to help us with financial decisions: Somewhat	6 - Use helpful financial resources and trusted advisor/s to help us with financial decisions: Not at all	6 - Use helpful financial resources and trusted advisor/s to help us with financial decisions: Doesn't apply
7 - Have gotten our free credit score report and know our credit score numbers	7 - Have gotten our free credit score report and know our credit score numbers: Definitely	7 - Have gotten our free credit score report and know our credit score numbers: Somewhat	7 - Have gotten our free credit score report and know our credit score numbers: Not at all	7 - Have gotten our free credit score report and know our credit score numbers: Doesn't apply
8 - Know our net worth and update it at least once a year	8 - Know our net worth and update it at least once a year: Definitely	8 - Know our net worth and update it at least once a year: Somewhat	8 - Know our net worth and update it at least once a year: Not at all	8 - Know our net worth and update it at least once a year: Doesn't apply
9 - Have a current and legally-binding will and estate plan	9 - Have a current and legally-binding will and estate plan: Definitely	9 - Have a current and legally-binding will and estate plan: Somewhat	9 - Have a current and legally-binding will and estate plan: Not at all	9 - Have a current and legally-binding will and estate plan: Doesn't apply
10 - If married, know each other’s financial personality/temperament	10 - If married, know each other’s financial personality/temperament: Definitely	10 - If married, know each other’s financial personality/temperament: Somewhat	10 - If married, know each other’s financial personality/temperament: Not at all	10 - If married, know each other’s financial personality/temperament: Doesn't apply
11 - Use a checklist to help us maintain or improve our financial health on a monthly, quarterly, and annual basis	11 - Use a checklist to help us maintain or improve our financial health on a monthly, quarterly, and annual basis: Definitely	11 - Use a checklist to help us maintain or improve our financial health on a monthly, quarterly, and annual basis: Somewhat	11 - Use a checklist to help us maintain or improve our financial health on a monthly, quarterly, and annual basis: Not at all	11 - Use a checklist to help us maintain or improve our financial health on a monthly, quarterly, and annual basis: Doesn't apply
12 - Have researched and put into practice ways to make extra money	12 - Have researched and put into practice ways to make extra money: Definitely	12 - Have researched and put into practice ways to make extra money: Somewhat	12 - Have researched and put into practice ways to make extra money: Not at all	12 - Have researched and put into practice ways to make extra money: Doesn't apply