Financial Self-Assessment (Section 1) By Jenna Chouinard | July 2, 2025 | 0 Welcome to your Financial Self-Assessment (Section 1) 1. I have a clear understanding of all sources of income and regular expenses. 1 2 3 4 None 2. I maintain an accurate and up-to-date personal or business budget. 1 2 3 4 None 3. I regularly review financial statements, such as income statements or bank reports. 1 2 3 4 None 4. I can identify my top financial priorities (e.g., debt reduction, savings, investment). 1 2 3 4 None 5. I know my net worth and how it has changed over time. 1 2 3 4 None 6. Financial responsibilities and goals are clearly defined among key stakeholders (e.g., household members, business partners). 1 2 3 4 None 7. I am aware of all existing financial obligations (loans, credit cards, leases, etc.). 1 2 3 4 None 8. I understand the tax implications of my income, investments, or business operations. 1 2 3 4 None Time's up Financial Self-Assessment (Section 2) →
