Question 1 of 8
How many months of living expenses do you have saved in an emergency fund?
Question 2 of 8
What percentage of your monthly income goes toward debt payments (excluding mortgage)?
Question 3 of 8
How much of your income are you saving or investing each month?
Question 4 of 8
Do you have retirement accounts (401k, IRA, etc.) and are you contributing regularly?
Question 5 of 8
How would you describe your insurance coverage (health, auto, renter's/homeowner's)?
Question 6 of 8
Do you follow a monthly budget or spending plan?
Question 7 of 8
What is your credit score range?
Question 8 of 8
Do you have a will, estate plan, or beneficiaries designated on your accounts?