Financial Self-Assessment (Section 4) By Jenna Chouinard | October 6, 2025 | 0 Welcome to your Financial Self-Assessment (Section 4) I have a written financial plan with goals and timelines. 1 2 3 4 None I can quickly adjust my budget in response to income or expense changes. 1 2 3 4 None I know what steps to take during a financial emergency (e.g., job loss, large expense). 1 2 3 4 None I meet regularly with a financial advisor or planner (or have a trusted process). 1 2 3 4 None I have a plan for eliminating debt strategically. 1 2 3 4 None I regularly reassess my financial goals and adjust as needed. 1 2 3 4 None Time's up ← Financial Self- Assessment (Section 3)Financial Self- Assessment (Section 5) →
