How much do you spend a week on dining out or take home?
Spending
Do you consider yourself a smart shopper?
Spending
Do you track your monthly spending?
Spending
What do you spend a week on groceries?
Spending
How frequently do you get paid?
Paycheck Planning
How many weeks of vacation or personal time do you have?
Employee Benefits
Does your employer offer short and long term disability insurance?
Employee Benefits
Do you have employer-sponsored healthcare coverage?
Employee Benefits
Do you use coupons at the grocery store?
Spending
Does your employer offer a life insurance benefit?
Employee Benefits
How much of your income comes from incentive-based pay such as tips, commission or bonuses?
Paycheck Planning
Does your employer match your 401(k) contributions?
Retirement Plans
Do you plan on maxing out your 401(k) this year?
Retirement Plans
How well-tuned are your personal allowances on your W-4 form?
Paycheck Planning
Do you have an employer sponsored pension program?
Retirement Plans

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