Quick Personal Financial Self Assessment Checklist

Sometimes folks come to my office and ask if there is a quick way to examine their fundamentals to deal with their finances? They continue: “We just don’t seem to be at peace with our finances, especially when we have no debt.” Puzzled, usually, I ask, “Do you mean that you follow a cycle of acquiring, repaying, re-acquiring debt?” Instantly, they reply, “That’s it!” Use this 10 question self assessment checklist to benchmark where they are with your views on handling finances..

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