10 Questions About Your Finances

Review these 10 questions about your finances. If you answer “Yes” to more than four, give us a call, and we’ll help you with a plan.


  1. Do you stay up at night, worrying about your money situation?
  2. Are you prepared if your spouse dies?
  3. Do you have a plan in place in case you are laid off?
  4. Are you just making ends meet?
  5. Do you wonder how you can pay all of your bills much less save up for vacations, children’s education, or retirement?
  6. Do you wonder how everyone else seems to have so much more money than you?
  7. Do you feel so buried in debt and bills that you don’t know how to crawl out?
  8. Would you like someone to help you navigate all of the information concerning finances and give you advice for your specific situation?
  9. Do you want your kids to grow up knowing how to manage their money?
  10. Do you feel like you make plenty of money but you still have nothing left over?
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