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Personal Finance Assessment
Personal Finance Assessment
This assessment will review your overall financial health and help determine your confidence level in managing finances.
Full Name:
Email:
1.
How confident are you in shepherding your household’s financial situation?
a.
Completely confident
b.
Mostly confident
c.
Less confident
2.
How would you describe your household’s current financial situation?
a.
Very solid, no concerns
b.
Mostly solid, few concerns
c.
Somewhat solid, number of concerns
d.
Mostly shaky, many concerns
3.
If your household suddenly faced an unexpected expense of $1,000, how would you most likely handle the expense?
a.
Cover it and be fine
b.
Cover, but big impact on savings
c.
Borrow against retirement
d.
Borrow or use credit cards
e.
No idea / no options for it
4.
Do you regularly save for retirement?
a.
Yes
b.
No
5.
How much do you currently have saved for retirement (including IRA, 403(b), 401(k), pension, or other retirement funds)?
a.
Nothing
b.
Under $10,000
c.
$10,000 - $49,999
d.
$50,000 - $99,999
e.
$100,000 - $199,999
f.
$200,000 +
6.
Approximately how much do you have saved outside of retirement (including emergency funds, investments, stocks, mutual funds, or other savings, but excluding the value of your home).
a.
Nothing
b.
Under $5,000
c.
$5,000 - $19,999
d.
$20,000 - $49,999
f.
$50,000 - $99,999
e.
$100,000 +
7.
Approximately how much student loan debt does your household carry?
a.
Nothing
b.
Under $10,000
c.
$10,000 - $29,999
d.
$30,000 - $49,999
e.
$50,000 +
8.
Approximately how much medical debt does your household carry?
a.
Nothing
b.
Under $5,000
c.
$5,000 - $9,999
d.
$10,000+
9.
Approximately how much credit card debt does your household carry?
a.
Nothing
b.
Under $5,000
c.
$5,000 - $9,999
d.
$10,000+
10.
Approximately how much mortgage debt does your household carry?
a.
Nothing
b.
Under $50,000
c.
$50,000 - $99,999
d.
$100,000 - $199,999
e.
$200,000 +
11.
How much stress, worry, or concern does your household’s financial situation cause you?
a.
Tremendous amount
b.
Considerable amount
c.
Quite a bit
d.
Only some
e.
Not very much
f.
Really none at all
12.
What issues cause you financial stress, worry, or concern? (check all that apply)
a.
Retirement savings
b.
Emergency savings
c.
Student loans, credit card and medical debt
d.
Savings for large purchases
e.
Making ends meet
f.
College education
g.
Housing / mortgage
13.
How much do you agree or disagree: There have been times I considered leaving the ministry because of financial stress or difficulties?
a.
Strongly Agree
b.
Somewhat agree
c.
Somewhat disagree
d.
Strongly disagree
14.
What level of confidence do you have that your financial situation will improve in 10 years?
a.
Strong confidence
b.
Confidence
c.
Only some
d.
Very little
e.
None at all
15.
Do you have someone outside of your immediate family that you talk to or confide in about things that cause financial stress or concern?
a.
No, but wish I did
b.
No, and don’t need one
c.
Yes, I have someone