Page 2 - Financial Recovery Workbook
P. 2
Evaluate Where You Are
On a scale of 1 – 10 how would you rate your confidence with your current finances?
0 1 2 3 4 5 6 7 8 9 10
Not Confident
Somewhat Confident
Top 5 Checklist
Very Confident
Yes/No Yes/No
Yes/No Yes/No Yes/No Yes/No
5-6
Low Financial Risk Improvements Possible
“I’m Worried”
“I’m Ready”
1. Am I protecting my Family with Life Insurance I own (not at a job)?
2. Do I have a written plan to payoff debt?
3. Am I prepared for unexpected Financial Events:
Short Term - $2000 Emergency Fund?
3-6 Months of Living Expenses saved if I lost a job?
4. Have I started Investing for the Future (401k, IRA)?
5. Do I have a Will to protect my assets and kids?
0-2
High Financial Risk Get Help Now!
Add up the number of “Yes” answers above.
Your Score: _______ 3-4
Medium Financial Risk Improvements Required
www.WayMakerFinancial.com
brian@waymakerfinancial.com
https://waymakerfinancial.as.me/OnlineCoaching
