Financial Fitness Health Check Up

Are you flabby or fit?

Take the Check Up below to test your financial fitness. Are you in control of your money or vice versa?

We all desire financial peace and freedom. Yet it is important to understand where your currently are so you can make a plan how to improve.

Nervous? That is normal as we feel more comfortable not knowing - then it isn't real, right? WRONG. The truth of our financial fitness is the first step to improved fitness.

The check up will help you see your current and potential fitness.

You're probably not doing everything on the list. That's OK!

You will have the opportunity to learn and grow in fitness.

Use the checklist as a cheat sheet to make sure you're on the right path to financial peace.

Ready - Set - Go to begin your journey of hope and liberation in becoming 100% financially fit and fast!

Financial Fitness Check Up

Name(Required)

First Last

Email(Required)

Ready to check your financial fitness?

I have a current financial goal I am saving for

I have a budget - give every dollar a job

Does you bank accounts structure 'Protect Your Money From YOU!'

I have a bank account 'just' for my upcoming BILLS in the next 12 months

I call all my bill service providers annually for a better deal

I KNOW all my bills will be covered for the next 12 months. As a result, I can have all my bills on auto pay

I know what the 'right' target bank balance should be in my BILLS account on any day of the next 12 months (like a future bank statement)

I have a FFFI bank account (food, fuel, fun, incidentals) for my weekly household spending - (This account is SEPARATE from any BILL money are you saving)

I have a Rainy Day Savings account (unplanned, unexpected expenses)

I KNOW my 'essential basic cost' $______per month that I could cut back to if I lost our income

`I have 3-6 months of essential costs in my Emergency account

I have a Long Term Savings account for replacements of large purchase items (white goods, furniture, TV, computer, etc)

I have a Savings bank account(s) for what I 'really' want

I automate money to be transferred for savings and investments

I spend less than I earn

I am a saver

My partner and I are unified in our finances (if applicable)

My partner and I hvae regular Finance Intimacy Date

If you check 'YES' in all the boxes above - CONGRATULATIONS on your ultimate financial fitness!! Are all the above answers YES?

If you checked 'NO' in any of the boxes above - YOU WOULD BENEFIT in having an innovative & proven Spending Plan! Are any answers above NO?

I have consumer debt (credit card, personal loan(s), afterpay, car loan, etc.)

I pay ONLY the minimum required payment on my debts

I have the maximum 30-year home mortgage & often dip into the equity

I am a impulse spender

Debt (credit cards, loans, interest free, afterpay) has become my best friend

Did you check 'YES' in any boxes above? If yes, you have decreased your financial fitness significantly to flabbiness!

Your not alone. It's not your fault. There is HOPE!! The Spending Planner system will get you financially fit and fast!

I need and want to become better with my finances

Thank you for filling in the Financial Fitness Check Up. The #25 Money Truths e-book PDF is available in the current lesson.

Join my Facebook Group: Happy Spenders Beyond Budgeting

Check out (LIKE) my Facebook page: Sherri Dumbrell - Essential Spending Planner

Financial Fitness Health Check Up

Are you flabby or fit?

Financial Fitness Check Up

Sherri Dumbrell

Certified Spending Planner

[email protected]

Narangba, Queensland AUSTRALIA 4504

Phone: 0411 800 946 (Australia)

801-615-5889 (USA)