Wednesday 19th June 2019
To help us assess your current position, please complete the scorecard below. Rate your score for each question from 1 to 10 – where 1 is no and 10 is yes.
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QUESTION 1: FINANCIAL ORGANISATION
'We feel we are financially well organised'
QUESTION 2: FINANCIAL PLANNING
'We have a clear written financial plan'
QUESTION 3: FINANCIAL REVIEWS
'We have regular, useful reviews of our financial situation to keep us on track'
QUESTION 4: CATASTROPHE PLANNING
'If a catastrophe occurred we have a plan in place to ensure we will still reach our financial goals'
QUESTION 5: PLANNING FOR RETIREMENT
'We know that we can enjoy the lifestyle we desire when we stop working'
QUESTION 6: FINANCIAL INDEPENDENCE
'We know exactly how much wealth we need to have to be and remain financially independent'
QUESTION 7: INVESTMENTS
'We know exactly where we are invested, the investment risk we are taking and the investment returns we are getting'
QUESTION 8: TAX
'We are happy with the amount of tax we pay'
QUESTION 9: INHERITANCE
'We are certain that our family will inherit as much as possible when we die'
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