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How Financially Fit Are You?
Take this quick financial health check to understand where you are right now. Answer these 10 key questions honestly—there are no right or wrong answers, just an opportunity to see where you stand and what you can improve
- Do you have an emergency fund that covers at least 3-6 months of expenses?
- Do you track your income and expenses so you know exactly where your money goes?
- Are you debt-free, or do you have a clear plan to pay off debt?
- Do you save and invest at least 15% of your income each month?
- Do you have a clear financial goal (e.g., homeownership, retirement, early financial independence)?
- Is your workplace pension or private investments working for you?
- Do you regularly review your financial progress and adjust your plan if needed?
- Do you feel confident making financial decisions without stress or confusion?
- Are you prepared for unexpected financial challenges (e.g., job loss, sickness )?
- Would financial coaching help you stay on track and build wealth faster?
Scoring Your Results.
8-10 Yes → You’re on track but can fine-tune your approach. Coaching can help
accelerate progress.
4-7 Yes → You’ve started but need clearer strategies and accountability.
0-3 Yes → No worries! It’s time to build a solid foundation together