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Family Budget Assessment :
14 Questions To Boost Your Financial Confidence
Rate your budget
Rate your budget
According to your spending habits, what do you value the most? It's the line item you spend the most on.
According to your spending habits, what do you value the least? It's the line item you spend the least on.
Which month did you spend the most?
Choose an option
Which month did you spend the least?
Choose an option
What would you like to spend more money on? And how will you reach that goal?
What would you like to spend less money on? And how will you reach that goal?
Have you contacted your payees to see if there are any specials, deals or strategies to minimize your current bills?
Yes
No
Is there a way to rearrange your finances to generate more income?
Yes
No
Which line items can you turn into assets? And how will you do that in the next 3 months?
What step can you take today?
How much additional income will you generate this year?
Why is this goal important to you + how will you achieve it?
How will you know you have achieved your goal?
What will you be able to do once your goal is accomplished?
You did it!!
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