STRESS TEST YOUR FINANCIAL SITUATION

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1. Goals

The future looks really fuzzy and it's hard to set goals.

I have goals, but don't know the details yet.

I know my goals, and their estimated cost and timeline.

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2. Income

There's barely enough to pay the bills.

My income is enough to pay the bills, but I'm worried that it may not be enough in the future.

My income from all sources is reliable, grows each year, and is more than enough to pay the bills.

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3. Job/Career

I need new skills to find a decent job in today's economy.

My job is pretty secure, but it would be difficult to find another job at the same pay.

My job is secure, and my skills are in high demand.

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4. Cash Reserves

Cash in the bank? I wish.

I have cash savings equal to less than half of my annual income or expenses.

I have cash savings equal to at least half of my annual income or expenses.

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5. Saving

Saving? No can do.

I'm saving 1-9% of my annual income.

I'm saving 10% or more of my annual income.

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6. Investments

My investments are not doing what I would like.

My investments need to be reassessed, considering my objectives, time frame, and risk tolerance.

My investments are doing what I want them to do.

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7. Retirement Plan

I have no specific retirement plan.

I'm concerned, but am participating in a retirement plan and/or setting aside money for it.

I am, or will be financially independent.

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8. Health Insurance

I don't have health insurance right now.

I have health insurance but hesitate to use it because it costs too much to get medical care.

I have health insurance, and use it.

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9. Life Insurance

People depend on me financially, and I have life insurance equal to less than 2x my income.

People depend on me financially, and I have life insurance equal to at least 2x my income.

People depend on me and I have 4x my income in LI. Or no one depends on me and I have 1x in LI.

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10. Estate Plan

I just haven't gotten around to updating or completing my estate plan.

I have an up to date will, but not a durable or healthcare power of attorney.

My will, durable power of attorney, and healthcare power of attorney are up to date.

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11. Please rate a degree of importance for each of the following categories (5 being the greatest importance)

	1	2	3	4	5
Goals	Goals 1	Goals 2	Goals 3	Goals 4	Goals 5
Income	Income 1	Income 2	Income 3	Income 4	Income 5
Job/Career	Job/Career 1	Job/Career 2	Job/Career 3	Job/Career 4	Job/Career 5
Cash Reserves	Cash Reserves 1	Cash Reserves 2	Cash Reserves 3	Cash Reserves 4	Cash Reserves 5
Saving	Saving 1	Saving 2	Saving 3	Saving 4	Saving 5
Investments	Investments 1	Investments 2	Investments 3	Investments 4	Investments 5
Retirement Plan	Retirement Plan 1	Retirement Plan 2	Retirement Plan 3	Retirement Plan 4	Retirement Plan 5
Health Insurance	Health Insurance 1	Health Insurance 2	Health Insurance 3	Health Insurance 4	Health Insurance 5
Life Insurance	Life Insurance 1	Life Insurance 2	Life Insurance 3	Life Insurance 4	Life Insurance 5
Estate Plan	Estate Plan 1	Estate Plan 2	Estate Plan 3	Estate Plan 4	Estate Plan 5

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12. Contact (Required.)

Name

Email Address

STRESS TEST YOUR FINANCIAL SITUATION

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* 1. Goals

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* 2. Income

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* 3. Job/Career

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* 4. Cash Reserves

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* 5. Saving

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* 6. Investments

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* 7. Retirement Plan

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* 8. Health Insurance

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* 9. Life Insurance

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* 10. Estate Plan

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* 11. Please rate a degree of importance for each of the following categories (5 being the greatest importance)

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* 12. Contact (Required.)

1. Goals

2. Income

3. Job/Career

4. Cash Reserves

5. Saving

6. Investments

7. Retirement Plan

8. Health Insurance

9. Life Insurance

10. Estate Plan

11. Please rate a degree of importance for each of the following categories (5 being the greatest importance)

12. Contact (Required.)