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Financial Checkup Checklist
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Do you have a current cash flow statement?
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Do you have a current net worth statement?
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Do yo have a cash reserve for emergencies?
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Do you know how your investments are doing?
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Do you have a retirement plan?
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Do you have enough life insurance coverage?
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Do you have enough disabilty insurance coverage?
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Do you have an up-to-date will and powers of
attorney
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for your financial affairs and medical care?
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Your Financial Checkup
Score
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Disclaimer
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This checklist is for
educational purposes only. You should not rely on the results as indication
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of your financial
needs and we recommend that you seek out your own legal, accounting, tax
or
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professional
advice.
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