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Congratulations!
Taking this quiz
is the first step
to financial
freedom.













"Getting Your Financial Hou$e in Order" Quiz

Simply click on "YES" or "NO", and "Submit" for your results.

  1. Do you feel stress when bills are due?

  2. Yes
    No

  3. Do you have a plan, including goals and a written budget?

  4. Yes
    No

  5. Do you balance your checking account(s) to the penny each month?

  6. Yes
    No

  7. Do you set aside money for car repairs, house maintenance, gifts?

  8. Yes
    No

  9. Do you pay off your credit card balances each month?

  10. Yes
    No

  11. Are you currently paying extra to accelerate pay-off of your mortgage?

  12. Yes
    No

  13. Do you have adequate insurance (health, life, disability, auto, house)?

  14. Yes
    No

  15. Do you give to charities each month (or annually)?

  16. Yes
    No

  17. In the past year, have you helped someone financially in his/her time of need?

  18. Yes
    No

  19. Do you have short-term savings for emergencies?

  20. Yes
    No

  21. Do you participate in your employer's retirement plan?

  22. Yes
    No

  23. If not (or in addition), do you have your own retirement plan?

  24. Yes
    No

  25. Do you have a current will or trust?

  26. Yes
    No

  27. Do you regularly teach your children about money management?

  28. Yes
    No

  29. Have you discussed money management with your children in the past month?

  30. Yes
    No

Click on SUBMIT for your results. If you had 5 or more "no" answers (30% or more), your financial house needs help---quick! GETTING YOUR FINANCIAL HOUSE IN ORDER offers direction on how to fix your situation.

If you had 8 or more "yes" answers (60% or more), your financial house is probably in good shape, but may need a little de-cluttering or perhaps an update (remodeling). Read GETTING YOUR FINANCIAL HOUSE IN ORDER for specific ideas.