Self-Assessment

Name

First Name Last Name

Email

example@example.com

The more clarity we have about our finances, the healthier our relationship with money. Money fog the opposite of financial clarity, is self-induced vagueness around money. To assess your level of money fog, read each statement then mark a column indicating how often each statement if true.

Always

Usually

Sometimes

Occasionally

Never

I know what I owe, including credit card debt

I am comfortable talking to my partner about money

I follow a monthly budget or spending plan

I know where all my money goes

I know how much money I need to live comfortably

I know where my cash goes

I know how much I need each year for expenses that aren’t monthly – such
as vacations, car repairs

I know how much money I need to save for retirement

I know where my retirement money is and how it is invested

If you are self-employed
I know how much money I need to bring home

If you are self-employed
I know how much I really need each month to run my business

If you are concerned about your level of money fog and want to talk with me about improving your relationship with money, return your completed form to me and request a free consultation. If you’re not quite ready to take that step today, I recommend that you take action on your own to improve your financial clarity and schedule with yourself a time (30, 60, or 90 days from now) to return here and retake the self-assessment. If you haven’t made the progress you wanted, please contact me.

SELF-ASSESSMENT