Do you feel confident about your financial future? Many of us harbor hidden beliefs about money that hinder our ability to plan effectively. Now is the time to take control. By downloading our free eBook, you’re taking the first step towards financial empowerment. It’s never too late to change your financial habits and set yourself up for future success.
The Importance of Knowing Your Financial Fitness
Understanding your current financial status is crucial. Without a clear picture of where you stand, planning for the future becomes a daunting task. At Her-Wealth Group, we are dedicated to helping women achieve financial independence and stability. This quick questionnaire will help you determine whether your finances are in good shape or need some improvement.
Check Your Financial Fitness Score
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Do you have control of your finances?
- Do you have your own bank account, credit cards, and manage your own money?
- Yes – Score 1
- No – Score 0
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Does your partner manage the household finances?
- Yes – Score 0
- No – Score 1
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Would you describe yourself as a spender, saver, or a combination?
- Spender – Score 0
- Saver – Score 2
- Combination – Score 1
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Are you actively investing for your future?
- Yes – Score 1
- No – Score 0
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Do you have a credit card with an outstanding balance each month?
- Yes – Score 0
- No – Score 1
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Do you have a pension?
- Yes – Score 1
- No – Score 0
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Do you review your pension regularly?
- Yes – Score 1
- No – Score 0
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Do you own your own home?
- Yes – Score 1
- No – Score 0
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Do you still have a mortgage?
- Yes – Score 0
- No – Score 1
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Do you have a current Will in place?
- Yes – Score 1
- No – Score 0
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Do you have a Lasting Power of Attorney in place?
- Yes – Score 1
- No – Score 0
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Do you have financial goals?
- Yes – Score 1
- No – Score 0
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Do you have life insurance?
- Yes – Score 1
- No – Score 0
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Do you have a positive relationship with money?
- Yes – Score 1
- No – Score 0
Financial fitness is not a pipe dream or a state of mind. It’s a reality if you are willing to pursue it & embrace it.
Will Robinson
Interpreting Your Financial Fitness Score
If your score is on the lower side, it’s time to pay closer attention to your financial health. Addressing areas where you scored 0 can significantly improve your financial stability. Our free ‘Her-Wealth Group eBook’ is a great resource to start with. It offers valuable insights, a budget planner, and strategies to boost your financial fitness.
Get Expert Help from Her-Wealth Group
Need more personalized guidance? Her-Wealth Group is here to support you. Join our community or schedule a consultation with Jessica Sullivan, a seasoned financial advisor with over 23 years of experience. We are dedicated to empowering women with the knowledge to make sound financial decisions. Whether you’re concerned about retirement, navigating a divorce, or planning for your children’s future, we provide the expertise you need to secure your financial well-being.
Achieve Your Financial Goals with Confidence
Developing strong financial management skills is essential for everyone. Effective financial planning can save you thousands each year. Focus on aligning your financial goals with your life goals. Establishing a realistic plan will enable you to enjoy the benefits of financial freedom sooner. Explore our blog for articles and tips to help you on your journey to financial health.