Financial Intelligence Assessment
1. How often do you track your expenses?
Daily
Weekly
Monthly
Never
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2. Do you have a budget plan?
Yes
No
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3. How often do you save money?
Every month
Occasionally
Never
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4. Do you invest in stocks or mutual funds?
Yes
No
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5. How do you handle debt?
I pay it off quickly
I manage it well
I struggle with it
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6. Do you have an emergency fund?
Yes
No
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7. How often do you review your financial goals?
Regularly
Occasionally
Never
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8. Do you understand the basics of investing?
Yes
No
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9. How do you prioritize your spending?
I prioritize needs over wants
I try to balance both
I often overspend
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10. Do you seek financial advice when needed?
Yes
No
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