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Answer a few quick questions so we can prepare for your session.

Question 1 of 10

Do you have a monthly budget to track your income and expenses?

Do you have enough income to cover your expenses comfortably?

Do you have an emergency fund that can cover 3-6 months of expenses?

How often do you save from your income?

Do you have outstanding debts (e.g., loans, credit card debt)?

Are you paying more than the minimum required on your debts?

Do you have any investments (e.g., stocks, mutual funds, real estate)?

Do you invest at least 10% of your income?

Do you have a retirement savings plan (e.g., pension, investment portfolio)?

Have you set long-term financial goals (e.g., homeownership, education fund)?

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