How much do you spend a week on dining out or take home?
Spending
How frequently do you look to reduce your monthly expenses?
Spending
What's your spending weakness?
Spending
Are you spending more or less than you were six months ago?
Spending
How much of your income comes from incentive-based pay such as tips, commission or bonuses?
Paycheck Planning
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 a life insurance benefit?
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
Are you planning on buying a home in the next 6 months?
Buying a Home
Right now, do you think it is financially smarter to buy a home or rent?
Buying a Home
Do you have an employer sponsored pension program?
Retirement Plans
Does your employer match your 401(k) contributions?
Retirement Plans

Pages