Take My Financial Preparedness Quiz!

"If you fail to plan, you plan to fail."

Remember, this quiz is not meant condemn you but to raise your level of financial awareness. Also, some questions will be applicable and some questions won't be applicable to your present financial situation.

Take a look at the questions below to test your preparedness:

1. Are your assets (car, house) protected with insurance coverage?

2. Do you have a will in place should you pass away?

3. Should you suddenly pass away would your family be covered financially?

4. Do you have an idea of how you're going to send your child to college?

5. Should you suddenly become unemployed, would you be able to survive financially?

6. Do you have money set aside for emergencies?

7. Have you started setting aside money for retirement?

8. Do you know how much money you need to retire?

9. Do you have a money plan in place (e.g. a budget, goals)?

10. Do you have another source of income should you suddenly become unemployed?

If you scored more than 5 on this quiz, congratulations you're on the path to being financially prepared.

If you scored less than 5, you may need to come and have a chat with me.

Call me at 1-246-231-1385 to get our conversation started!