Financial Self-Assessment (Section 2) By Jenna Chouinard | October 6, 2025 | 0 Welcome to your Financial Self-Assessment (Section 2) 1. I have an emergency fund that can cover at least 3–6 months of expenses. 1 2 3 4 None 2. I have insurance coverage appropriate for my needs (health, home, life, disability, etc.). 1 2 3 4 None 3. I monitor my credit report and score at least annually. 1 2 3 4 None 4. My passwords, financial accounts, and personal information are securely stored. 1 2 3 4 None 5. I have protections in place against financial fraud or identity theft. 1 2 3 4 None 6. I regularly contribute to retirement savings or long-term investment accounts. 1 2 3 4 None 7. My legal and financial documents (e.g., will, trust, powers of attorney) are in place and current. 1 2 3 4 None 8. I understand and manage risk in my investments appropriately. 1 2 3 4 None 9. I regularly review interest rates and terms for loans and credit lines. 1 2 3 4 None 10. I understand and manage risk in my investments appropriately. 1 2 3 4 None Time's up ← Financial Self-Assessment (Section 1)Financial Self- Assessment (Section 3) →
