Ted Roman, CFP Financial Freedom |
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Assessment Item |
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1. I have no credit card or short term DEBT. |
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2. I know how much I need to RETIRE, and I have a plan. |
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3. I have six months of living expenses in RESERVES. |
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4. I SAVE at least 10% of my income. |
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5. I utilize a spending plan (BUDGET) and live within my means. |
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6. I don't pay any more TAXES than I am legally obligated. |
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7. I have a FINANCIAL PLAN for next year. |
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8. I am in a CAREER that is financially and personally rewarding. |
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9. I know how much I am WORTH, financially. |
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10.My WILL is up to date and accurate. |
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TOTAL
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Copyright © Ted Roman, CFP 2003 |