| Rank on a 1 to 10 scale: 1=never, 10=mastery |
| We have our spending under control. |
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| We have an appropriate amount of “good debt”. |
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| We have enough life, disability, home, and umbrella insurance. |
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| I have good levels of risk for inflation, market, credit, etc. |
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| We are getting the most from our fringe benefit packages. |
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| Appropriate investment structure based on our age, income, debt. |
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| We have our financial emotions under control. |
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| We have financial plans/goals in place, and are working on them. |
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| Tax planning done/entities, debt, business expenses documented. |
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| We take care of our finances 1st, then help parents/children. |
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| Total Score * |
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| Which area would you like more help with? * |
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| First Name * |
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| Email * |
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Total Score:
0-30 We’ll need to start with some basics.
40-60 You’re heading in the right direction, but could use some guidance.
60-80 A few minor adjustments could make a HUGE difference in your personal finances.
80+ Congratulations! A few advanced strategies could take you to the next level.
Enter your name and email address above and I’ll send my Special Business Fitness Guide.
This guide will give you specific steps to help you take you to the next level.
Click the “Submit” button above.
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