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Financial Life Checkup

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name*

Rate the following statements 1-5, 1 being not satisfied and 5 being very satisfied

I am satisfied...

...with my ability to meet my financial obligations.

...with the income potential my current job or career provides me.

...with my spending habits.

...with the level of debt I carry.

...with the "extras" that I am able to buy for myself and/or loved ones.

...with the level and quality of insurance protection I currently have.

...with the amount of money that I save and invest on a regular basis.

...with my current investment choices.

...that I am on track to build a sufficient retirement nest egg.

...with the level of employee benefits I receive.

...with my style of personal bookkeeping and financial records management.

...with my plans for my children's education.

...with my estate plan.

...with my level of charitable giving.

...with my level of personal financial knowledge I have attained.

...with how I respond emotionally to my personal finance issues.

...with my ability to communicate about my financial matters.

...with the feelings I have about my money life.

...that financial issues do not cause stress or strain in the relationships that are important to me.

...with the working relationships I have with my financial service providers (that is, insurance agent, banker, financial planner, broker, and accountant).

Life Events

Select the life events you are currently experiencing or anticipate experiencing in the future.

Financial

Buying/selling a home

Reconsidering investment philosophy

Significant investment gain/loss

Concerned about debt

Considering investment opportunity

Receiving inheritance or financial windfall

Assistance to family member

Work

Contemplating career change

New job/job loss

Buying/selling a business

Transferring business to family member

Retirement

Phase into retirement

Full retirement

Start receiving Social Security income

Eligible for Medicare

Start receiving retirement plan distributions

Family

Marriage

Divorce/Separation

Expecting a child/Adopting

Child getting married

Relocating

Child going to college

Recent death of family member

Health

Concern about an aging parent

Concern about the health of a child

Concern about the health of a spouse

Family member in need of professional care

Family member with disability or illness

Giving

Gift to children/grandchildren

Develop/review estate plan

Create or fund a scholarship

Fund a cause or event

Gift to church/charity

Defining True Wealth

Please complete the following statements as applicable to you.

1. I define success in my working life as:

2. I define success in my family life as:

3. I define balance in my life as:

4. I define success in my financial life as:

5. I hope to be remembered someday as:

What is smaller, 24 or 25?*

Leave this empty:

Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser. Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. Sound Mind Financial, LLC. is not affiliated with the CFD Companies.

https://cfdinvestments.com/wp-content/uploads/2024/09/SEC-Form-CRS.pdf

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Financial Life Checkup

Life Events

Defining True Wealth