Personal Finances Financial Health Assessment Survey

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Name(Required)

Financial Goals

1. Have gone through Bible-based and practical financial training (book, small group, workbook or course)(Required)
2. Developed a realistic written budget/spending plan to live within (or below) our means(Required)
3. Have a good financial software or a written system and update it monthly to track our income, expenses and giving(Required)
4. Have researched the salary ranges for our professions/positions(Required)
5. Have agreed upon financial goals for the next 1, 3, 5 and 10+ years(Required)
6. Use helpful financial resources and trusted advisor/s to help us with financial decisions(Required)
7. Have gotten our free credit score report and know our credit score numbers(Required)
8. Know our net worth and update it at least once a year(Required)
9. Have a current and legally-binding will and estate plan(Required)
10. If married, know each other’s financial personality/temperament(Required)
11. Use a checklist to help us maintain or improve our financial health on a monthly, quarterly, and annual basis(Required)
12. Have researched and put into practice ways to make extra money(Required)

Lifestyle Expenditures

Select the answer that best reflects your current situation.
13. Recognize the importance of faithfully giving to God as our first and highest financial priority(Required)
14. Have an affordable place to live (mortgage payment or rent 20-25% of your paycheck/s)(Required)
15. Do not have any car payments(Required)
16. Practice being “in agreement” with each other before making purchases or financial decisions(Required)
17. Pray together over financial needs and decisions(Required)
18. Understand “God is bigger than money” and that he has many different ways to provide for us(Required)
19. Like to find ways to save money and get the best deals(Required)
20. Intentionally training our children in financial matters(Required)

Debt & Borrowing

Select the answer that best reflects your current situation.
21. Have a clear understanding of the dangers of debt(Required)
22. Understand timeless rules about borrowing(Required)
23. Pay the current balance on our credit cards and bills every month (i.e., no minimum, partial or delayed payments)(Required)

Saving - Insurance - Investing - Retiring

Select the answer that best reflects your current situation.
24. Have at least $1,000 in an emergency savings fund(Required)
25. Have a clear understanding of the difference between saving and investing and are doing both(Required)
26. Regularly deposit money into savings for future expenses, purchases and life events(Required)
27. Researched our options and feel we have the most economical health insurance coverage available to address our family’s medical needs(Required)
28. Reviewed our insurance needs (life, disability, car, home, etc.) with a trusted financial company or adviser and have secured affordable and adequate coverage (e.g., term insurance at least 10x’s the primary earner’s annual salary)(Required)
29. Have a systematic plan to help our children pay for college, vocational training or starting a business(Required)
30. Have met with a trusted financial professional to help with retirement planning and have put plans into place to help meet these needs(Required)
31. Discussed and put lifestyle plans into place for our retirement years (e.g., location, housing, employment/serving, medical needs/wishes, will/estate plans and funeral wishes)(Required)
32. My spouse has necessary information and clear instructions on what to do after I pass away(Required)
33. Each adult has end-of-this-life wishes and estate plans that bless others and remember the Lord’s work through bequests(Required)

Personal Information

These questions will help make sure that you and your spouse (if married) have an accurate understanding of your financial picture. Again, your responses throughout this survey are completely confidential and will not be shared with others. However, you can skip these questions, if you prefer.
What is your age?(Required)
What is your involvement at your church?(Required)
How did you hear about the Financial Health website?(Required)