| Yes | No | Unsure | # | Questions | |
| £ | £ | £ | 1 | Can you manage your personal finances with confidence? | |
| £ | £ | £ | 2 | Do you have written financial goals? | |
| £ | £ | £ | 3 | Are you proactive in tax planning? | |
| £ | £ | £ | 4 | Does your life insurance policy provide adequate coverage? | |
| £ | £ | £ | 5 | Do you know how much it will cost to educate your children and/or grandchildren? Are you implementing an adequate plan for financing their education? | |
| £ | £ | £ | 6 | Are you comfortable with your current rate of savings? | |
| £ | £ | £ | 7 | Do you know how much investment risk you can handle? | |
| £ | £ | £ | 8 | Are your investments diversified in such a way that you have "peace of mind"--even if the stock market drops? | |
| £ | £ | £ | 9 | Do you know how to save thousands of dollars on your mortgage debt? | |
| £ | £ | £ | 10 | Are your expenses in line with your income? | |
| £ | £ | £ | 11 | Are you maximizing your retirement plan contributions? | |
| £ | £ | £ | 12 | Do you have an estate plan that will adequately manage your estate tax liability? Are you comfortable with the amount you will leave your children? | |
| £ | £ | £ | 13 | Have you fully utilized charitable giving techniques in your estate plan? | |
| £ | £ | £ | 14 | Do you understand your total financial situation, and not just one or two parts? | |
| £ | £ | £ | 15 | Are you accountable to anyone regarding your finances? | |
How did you do? If the boxes you checked in the "No" and "Don't Know" categories are a source of concern for you, we encourage you to seek financial counsel from our qualified professionals. They can provide an organized approach to answering these and other financial questions you may have regarding your future.
Information about the firm that provided this information:
Since 1979, Ronald Blue & Co. has been providing financial counsel from a Biblical perspective. We offer comprehensive financial planning which includes: investment counsel, estate and retirement planning, tax and business services, and assistance with charitable giving planning. We provide counsel that is independent and objective, on a fee-only basis, to both organizations and individual clients nationwide.
Source: © John Planner, CFP. 1100 Johnson Ferry Road, Atlanta, GA 01776 Ph: 255-444-7898 Fax: 225-445-8899
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