| Strongly Disagree | Somewhat Disagree | Neither Agree nor Disagree | Somewhat Agree | Strongly Agree | |
|---|---|---|---|---|---|
| We/I have a monthly budget and live within it. | |||||
| We/I save money regularly in an "emergency fund". |
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| We/I pay ourselves 'first every month' by setting aside money for retirement in apersonal account. | |||||
| We/I are satisfied with our current household income. |
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| We/I are comfortable with our debt situation and have it under control. | |||||
| We/I pay off our credit card debt in full when it is due. | |||||
| We/I will retire more than $1,000,000 in investable assets. | |||||
| We/I have the proper (self-directed) funding in place for our children's higher education. | |||||
| If my spouse or I die, my family can continue with their financial security. | |||||
| We/I have written a plan for taking control of our financial future. | |||||
| We/I have our financial house in order and don't need any help. |