Member Assessment

Consider this brief assessment of your present financial state.

Your responses are kept confidential and is meant as a reflection for you to take action or to connect with ProfiTuit coaches.

Name
E-mail Address: *
Phone Number
1. Your bills are current and only occasionally do you incur a late fee.
2. You are comfortable with the level of retirement savings you have now.
3. On a regular basis you add to your retirement savings.
4. There is savings to get you through a car repair of $800 to $1000.
5. From savings, you can cover the loss of a paycheck for 4 or 5 months.
6. Your savings for your children’s schooling after high school in on schedule.
7. Regularly, you set aside funds for quarterly, semi-annual and annual costs and the funds are there to pay when those periodic bills come due.
8. You and your family are prepared to lower your standard of living to match reduced household income.
* Required