Are you meeting your financial goals?
You might have inner beliefs around money which are blocking you from making decisions and planning for the future. Now is the time to take action and downloading our free eBook is the first step. It is never too late to make changes and instigate new ideas which will benefit your financial future.
Understanding your financial fitness is essential.
If you do not know where you are currently how can you plan your journey?
We are committed to supporting and empowering women to build a great financial future. This short questionnaire will give you some guidance whether you are currently financially fit or if your finances need a workout to get them on track.
Check your Financial Fitness Score
1. Do you have control of your finances (you have your own bank account, credit cards and manage your own money?
Yes –Score 1
No – Score 0
2. Does your partner manage the household finances?
Yes – Score 0
No – Score 1
3. Would you describe yourself as a spender or a saver or a combination?
Spender – Score 0
Saver – Score 2
Combination – Score 1
4. Are you actively investing for your future?
Yes – Score 1
No – Score 0
5. Do you have a credit card with an outstanding balance each month?
Yes –Score 0
No – Score 1
6. Do you have a pension?
Yes – Score 1
No – Score 0
7. Do you review your pension regularly?
Yes – Score 1
No – Score 0
8. Do you own your own home?
Yes – Score 1
No – Score 0
9. Do you still have a mortgage?
Yes – Score 0
No – Score 1
10. Do you have a current Will in place?
Yes – Score 1
No – Score 0
11.Do you have a Lasting power attorney in place?
Yes – Score 1
No – Score 0
12. Do you have Financial Goals?
Yes – Score 1
No – Score 0
13. Do you have Life Insurance?
Yes – Score 1
No – Score 0
14. Do you have a positive relationship with money?
Yes- Score 1
No – Score 0
Of course, the lower your score the more you need to pay attention to your financial fitness. Look through the questionnaire and start addressing the areas you scored 0. You can Access here FREE ‘She Can Prosper E book’ This book is packed full of information, a budget planner and ideas on how to improve your financial fitness.
Need more help? She Can Prosper can help
If you have questions and need more information you can join the She Can Prosper community or arrange an appointment with Diane Watson, a qualified financial advisor with over 25 years experience.
She Can Prosper aims to help empower women with the knowledge to make great financial decisions. Many women worry about having enough money to retire, the implications of divorce, concern for their children’s financial future. Understanding the best way to invest your money, grow your savings and create a long term financial plan is vital . If you have a question or need help get in touch today.
You can achieve your financial goals
Having good financial management skills is something everyone should strive to achieve. This could allow you to save thousands each year. Its all a balancing act. Work on your financial goals which link to your life goals. Set a realistic plan as the sooner you get your finances in order the sooner you can feel the benefits of financial freedom. Our blog shares articles and information to help you – visit our blog here.
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