Personal Finance Assessment Name Email 1. Have you set up your financial plan with a professional financial planner? 2. Are you satisfied with your present financial condition? 3. If you do not earn any income for the next six months, do you have enough savings to sustain your lifestyle? 4. If you are more than 30 years old, do you have at least 40 million in your Retirement Savings Account? 5. Do you have a special fund that contains all the money required for the education of your children? 6. Do you own a house? 7. Do you have investments that reduce your taxable income? 8. Do you have sufficient life insurance cover? 9. Do you invest in shares and stocks of companies? 10. Have you written and registered your will? Send
