Assessment pt.2 - Dinwoody Consulting

Name

First Last

Phone

Email

On a scale of 1-10, how much peace do you feel right now about your finances?

On a scale of 1-10, how confident are you in your financial plan?

On a scale of 1-10, how much do you usually need a push to get your goals?

I know where my money is going now.

True

False

I know what my next steps are to achieve my goals.

True

False

I have a clear idea of my priorities, how to accomplish them and in what order.

True

False

Total Debt

Total Assets

Total Savings

Total Income

When I think about my current financial situation, the biggest thing on my mind is:

I want to be debt free by:

My fully funded emergency fund will have:

I define being wealthy as:

When I retire I can't wait to:

I am decisive and good with money.

True

False

I don’t regret my purchases and am mindful about where I spend my money.

True

False

I agree with the statement: “I can have anything that I want, but just not everything that I want.”

True

False

I have an abundance or growth mindset.

True

False

I know how coaching will help me in my life and goals.

True

False

We look for clients that will be faithful, available, compatible, teachable, and committed. This describes me.

True

False

My spouse/partner and I are united and open about our finances.

True

False

N/A

I have an emergency fund and can weather the financial storms in my life.

True

False

I feel __________ about my financial situation.

I am concerned about my monthly expenses and feel like my money is running my life instead of the other way around.

True

False

I work too hard to feel this broke.

True

False

I feel like I live paycheck to paycheck and have nothing to show for my hard work.

True

False

Financial Goals Assessment

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