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Prayer & Pennies Financial Focus

 

 

Financial Health Interest Survey

  
* - required fields
*Name: Spouse:
Address:
City: State:: Zip:
Telephone: *Email:
(Best Time to Call: )
PLACE CHECK MARK NEXT TO SUBJECTS MOST INTERESTED IN
1. I always pay myself first with each income source.
 
2. I fight for every percentage point possible.
3.. I have a will, advanced directive, and medical power of attorney.
4.. I understand tax laws and how they can affect me & my finances.
 
5. I have a plan to control spending (i.e. budget which includes college funding.
 
6. I have established a plan to be totally debt free.
7. I have at least 6 months living expenses in my Emergency Fund.
8. I know exactly the kind of life insurance I have, and how much I need.
9. I know exactly how much I need to INVEST monthly to retire when and how I want.
 
10. I want to know my debt freedom date.
11. I am ready to commit to doing whatever it takes to gain Financial Peace of Mind.
 
12. I need to know about the advantages of Long Term Care.
13. I need to understand more about home buying.
 
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