FINANCIAL INDEPENDENCE APTITUDE SELF-EVALUATION

Rate yourself on a scale of 1 to 5, with 1 being "never" and 5 being "always" or 1 meaning "this doesn't describe me at all" and 5 meaning "this describes me perfectly".

 

1. Personal Balance: I am a balanced person week in and week out. My priorities are in the right order and set in stone. I feel confident. I feel relaxed and energized. My finances are very important to me but they are not the most important thing to me.	1 2 3 4 5
2. Financial Motivation: I am continually looking to improve my current lifestyle. No matter what accomplishments or success I achieve I will always have a desire to improve myself and my financial situation. I am thankful for the success I have had.	1 2 3 4 5
3. Retirement: I am absolutely comfortable with my current retirement plan. I know that when I will retire I will have the choices open to live where I want to and have the funds to do the things I want to. I have made out a Will and am happy in the knowledge that when I'm gone my loved ones will be well provided for and that the Tax Man will not get to take back all my hard earned assets.	1 2 3 4 5
4. Debt, Credit, Poverty and Abundance: I do not squander my hard earned money on frivolous purchases or my credit on investments that do not produce more in return. I am not afraid of large amounts of money, big deals, or no money at all.	1 2 3 4 5
5. Financial Goals: I have specific short and long-term financial goals. I am supported in these goals by my spouse and children. I regularly review these goals and track my progress. I have met my rational financial goals in the past. I am honest with myself.	1 2 3 4 5
6. Financial Intelligence: My money works for me. If I did not work for a week, a month, or a year, I would still have money coming in. I understand and apply the strategy of compound interest and use it to benefit me and not my creditors.	1 2 3 4 5
7. Taxes: I pay my taxes on time. I am honest on my claims. I use a tax professional to help maximize my deductions, give me advise, help me plan during the tax year, and save me time. I am never surprised by a tax refund or bill. I am not afraid of the Tax Man.	1 2 3 4 5
8. Saving & Investing: I set aside a specific percent of my income for savings. My savings have grown steadily for many years. I fully understand the value my savings provides for me and my family. I feel completely at ease in the world of investing. I understand how the markets work. I have a diverse portfolio. I am maximizing the tax efficiency of my savings and investment plans.	1 2 3 4 5
9. Passive & Residual Income: I am aware that the most powerful and rewarding form of income is passive or residual income whereby I work once and continue to get paid repeatedly and indefinitely for this work. (Examples are book or music loyalties, network marketing income.) I have these forms of income working for me in my life. If I stopped working today I know that I have the security of this income for the future.	1 2 3 4 5
10. Purpose: I am fulfilling my life's purpose. I will look back on my life and will have no regrets. The financial decisions I make today are giving me great satisfaction now and are adding up for a complete life tomorrow. My life is enhanced by my financial choices.	1 2 3 4 5

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Below are 6 written questions and one dream statement:
(These are designed to allow you to express yourself more specifically - consider each one carefully)

1. Please explain your current financial situation: (be as honest as you can)

2. What are your financial goals for this year? (be as specific as possible)

3. What are your financial goals for the next 5 years, 10 years, and for life?

4. What has debt cost you? (List the burdens caused by your debt)

5. What is the main reason you are considering the Debt2Wealth System?

6. Please list 5 ways your life will be different when you are debt free:

Please describe your perfect financial future:

If you made all the right financial choices and stuck to them, how would your life be? How would you view yourself? How would those you love view you? What would a day in your life be like?
(Please be as descriptive as possible. Allow yourself to be creative and enjoy this)

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Please advise me of upcoming Debt2Wealth Seminars.

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Where did you hear about the Debt2Wealth website?

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(Please complete at least Name and E-mail address above to generate your report)