Financial Wellness mini checklist

Fed up of stressing about your money? Do you want to find out where you stand with your finances and start to get a sense of calm with your money stuff? Choose your answers to the questions below.

1. Do you have a clear vision of what your ideal financial wellness looks like?

2. Are your expenses less than your income?

3. Are you and your loved ones sufficiently protected?

4. Do you have a healthy relationship with debt?

5. Have you sufficiently provided for your retirement needs?

6. Do you have a healthy relationship with money?

7. Choose a number to rate your financial state.

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