Dieci domande. Cinque mosse.

Rispondi con sincerità e otterrai una breve lista ordinata costruita sulla tua situazione: informazioni educative sulla pianificazione finanziaria, calcolate su questa pagina, non salvate da nessuna parte.

1. What is your monthly take-home income?

2. How much do you have saved?

3. Are you behind on any bills?

No One or two Several / shutoff or eviction risk

4. How much debt do you have (excluding a mortgage)?

5. Approximate interest rate on your highest-interest debt?

6. What is your monthly housing cost?

7. What are your biggest monthly expenses after housing?

8. Do you receive an employer retirement match?

Yes No Not sure

9. What is your primary goal right now?

Catch up and stabilize Build an emergency fund Get out of debt Save for something specific Start investing

10. What worries you most financially?

One surprise bill would sink me I can never seem to save The debt never shrinks My income is too low or unstable Retirement / the long term