Personal Financial Plan
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Personal Financial Plan
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Question 1 of 16
1. Question
Do you know your net worth?
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Question 2 of 16
2. Question
Do you know what factors affect net worth?
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Question 3 of 16
3. Question
Do you have a net worth statement?
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Question 4 of 16
4. Question
Do you have a clear picture of your cash flow at any specific period?
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Question 5 of 16
5. Question
Could you provide a cash flow statement to illustrate cash inflows and outflows?
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Question 6 of 16
6. Question
Do you list your personal financial goals?
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Question 7 of 16
7. Question
Do you have a spending-and- saving plan?
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Question 8 of 16
8. Question
Do you have an investing plan?
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Question 9 of 16
9. Question
Do you have an estate plan?
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Question 10 of 16
10. Question
Do you have a strategy to monitor your personal financial plan and make modifications as needed for changing circumstances?
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Question 11 of 16
11. Question
Do you have a list of individuals and charitable organizations that are potential beneficiaries of personal property?
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Question 12 of 16
12. Question
Do you have a will ready?
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Question 13 of 16
13. Question
Do you know the main components of a simple will?
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Question 14 of 16
14. Question
Do you know how money and property will be distributed in your state of residence if one dies without a valid will?
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Question 15 of 16
15. Question
Do you have a living will?
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Question 16 of 16
16. Question
Do you know the purpose of a living will?
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