Financial Life Check Up

Name:

E-Mail Address:

The statements below will help you to evaluate how satisfied you are with many aspects of your financial life. Please rate your answers according to this scale:

1 - Not Satisfied
2 - Somewhat Satisfied
3 - Moderately Satisfied
4 - Satisfied
5 - Very Satisfied

I am satisfied with...	1	2	3	4	5
1) My ability to meet my financial obligations
2) The income potential my current job/career provides
3) My spending habits
4) The level of debt I carry
5) The 'extras' that I am able to buy for myself or my loved ones
6) The level and quality of insurance protection I currently have
7) The amount of money that I save and invest on a regular basis
8) My current investment choices
9) That I am on track to build a sufficient retirement nest egg
10) The level of employee benefits I receive
11) My style of personal bookkeeping and financial records management
12) My plans for my child(ren)'s education
13) My estate plan
14) My level of charitable giving
15) The level of personal financial education I have attained
16) How I respond emotionally to my personal finance matters
17) My ability to communicate about my financial matters
18) The feelings I have about money
19) That financial issues do not cause stress or strain in the relationships that are important to me
20) With the working relationships I have with my financial service providers (i.e. insurance agent, banker, financial planner, broker and accountant)

Follow @KarinStifler

In the Media

Karin honored with "Heart of Financial Planning Award"

May 20, 2012

Karin is honored for her years of commitment and dedication to protecting the public's financial wellbeing.

A Letter to My College Bound Son

May 18, 2012

Hopes and dreams about life for the graduates in your life...

Karin presents at Charitable Giving Conference in Boston

April 18, 2012

Karin shares her experiences guiding individuals on how to make their charitable giving dreams come true, stressing the importance of making a difference while preserving their own financial security and wellbeing.

View All News »

Hudson, Ohio | Phone: (330)714-9336 | karin@truewealthadvisors.com