Financial Planning Diagnostic Evaluation Form
Complete this Financial Planning Diagnostic Evaluation Form to assess your current financial planning habits and identify areas where guidance may be beneficial.
How would you rate your overall confidence in managing your personal finances?
*
Not confident
1
2
3
4
Very confident
5
1 is Not confident, 5 is Very confident
Which best describes your approach to monthly budgeting?
*
I have a detailed budget and track expenses regularly.
I have a general idea of my income and expenses.
I do not use any form of budgeting.
How prepared are you for unexpected financial emergencies (e.g., job loss, medical expenses)?
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Not prepared
1
2
3
4
Very prepared
5
1 is Not prepared, 5 is Very prepared
Please indicate your current status in the following financial planning areas:
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Rows
Not started
In progress
Completed
Retirement planning
1
2
3
Debt management
4
5
6
Insurance review
7
8
9
Estate planning
10
11
12
How often do you review or update your financial goals?
*
Regularly (at least once a year)
Occasionally (every few years)
Rarely or never
What is your primary financial goal for the next 12 months?
*
How knowledgeable do you feel about investment options (stocks, bonds, mutual funds, etc.)?
*
Not knowledgeable
1
2
3
4
Very knowledgeable
5
1 is Not knowledgeable, 5 is Very knowledgeable
Which of the following best describes your debt situation?
*
I have no debt
I am actively paying off debt
I am struggling to manage my debt
How often do you review your insurance coverage (health, life, property, etc.)?
*
Annually
Every few years
Rarely or never
Please share any additional comments or concerns about your financial planning situation.
Submit Evaluation
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