QUESTION |
YES |
NO |
Do financial institutions (i.e. banks, credit unions) make you nervous? |
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Have you sat down to determine your lifestyle goals in the past two years? |
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Have your determined if your financial resources (income) meet these goals? |
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Do you feel you have a choice in how your spend your money? |
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Do you keep a budget? |
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|
Are you satisfied with the amount of money you are saving? |
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Do you have a credit card? |
|
|
If you have a credit card, do you pay more than the minimum monthly payment? |
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Do you have a will? |
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Do you have sufficient insurance coverage? |
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Do you have an RRSP or a company pension plan? |
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Do you have other investments? (GICs, bonds, stocks) |
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If you have children, do you contribute to an RESP? |
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Have you established an emergency fund? |
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Do you take advantage of all tax deductions available to you? |
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Have you ever requested a copy of your personal credit report? |
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Do you talk about money matters with your partner / family / children? |
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