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Financial Fulfillment Self-Assessment (answer “yes” or “no” to the following):
- I was never taught about money.
- I recently experienced a difficult life situation or a health issue that has affected my finances.
- I want to start thinking more proactively about my finances and future.
- I would like to start creating cash flow and debt management plans to move me closer to my goals.
- I want to make good decisions and move towards achieving financial independence.
- I want to make real and positive changes in my life.
- I want to create more balance in my life.
- I want to achieve a sense of fulfillment at work and in my life..
- I want to make room for more fun and enjoyment in my life.
- I want to make the most of my money, time, and energy.
- I want to focus on my assets and strengths rather than my limitations and detriments.
- I can benefit from someone who will help me to stay on track.
- I am a well-paid professional but I am stuck.