Financial Planning Checklist
Assess your current financial status and identify areas for improvement with this comprehensive checklist.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
What are your top financial goals for the next 1-5 years? (Select all that apply)
*
Pay off debt
Save for a home
Build emergency fund
Retirement savings
Children’s education
Other
Do you currently track your monthly income and expenses?
*
Yes, regularly
Occasionally
No, never
How do you manage your debt?
*
I have no debt
I pay off balances in full each month
I make minimum payments
I am behind on payments
Please rate your confidence in the following areas:
*
Rows
Not Confident
Somewhat Confident
Very Confident
Budgeting
1
2
3
Saving
4
5
6
Investing
7
8
9
Debt management
10
11
12
Retirement planning
13
14
15
Do you have an emergency fund that could cover at least 3 months of living expenses?
*
Yes
No
Working on it
What types of insurance do you currently have? (Select all that apply)
*
Health insurance
Life insurance
Disability insurance
Home/renters insurance
Auto insurance
None
Do you regularly contribute to retirement savings (e.g., 401(k), IRA, pension)?
*
Yes
No
Not applicable
Do you have a will or estate plan in place?
*
Yes
No
Planning to create one
Which area of your financial planning do you want to prioritize in the next 12 months?
*
Budgeting
Debt reduction
Savings
Investing
Retirement planning
Estate planning
Additional comments or areas of concern (optional)
Submit Checklist
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