Clients | Saling Wealth Advisors

SWA Financial Wellness Assessment

Step 1 of 7 - General

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Rate these statements from 1-5

1 - strongly disagree 2- disagree 3 - neutral 4 - agree 5 - strongly agree

I have time for my family and for hobbies and things I love.

My financial decisions support the life I want to live and the person I want to be.

I have a clear view of my complete financial picture – all of my assets (what I own) and my liabilities (what I owe).

Money never causes stress, anxiety, or worry for me.

I have clear financial goals and clear strategies to achieve them.

1 - strongly disagree 2- disagree 3 - neutral 4 - agree 5 - strongly agree

I am confident my spouse/partner and I share similar values and goals.

My spouse/partner and I talk about finances regularly.

My spouse/partner knows our personal financial numbers well.

My spouse/partner and I rarely disagree about finances.

1 - strongly disagree 2- disagree 3 - neutral 4 - agree 5 - strongly agree

My money is invested in a way that’s aligned with my goals.

I have a good idea of how much I spend each month.

I have a clear picture/understanding of my investments and the level of risk I am taking.

I have a good handle on my cash needs over the next two years.

I am confident I am doing enough to financially prepare for or maintain the future I desire.

1 - strongly disagree 2- disagree 3 - neutral 4 - agree 5 - strongly agree

I am confident I could cover my expenses if we have another financial crisis.

I am confident I have the right amount of life insurance for me.

I have a clear understanding of how my estate plan works.

I would not worry about my financial situation if my spouse died.

N/A

I am confident I’m taking advantage of all the available strategies to reduce the taxes I pay.

I am confident that my current amount of savings (if working) or distributions (if retired) is appropriate.

I have spent a lot of time envisioning my future and am excited about what it holds.

My children and I have open communication about finances.

N/A

I am confident my children are prepared to receive their inheritance and handle it appropriately.

N/A

I am confident that I am giving in the most effective and tax advantageous way.

Values are fundamental beliefs that guide and motivate our attitudes and behaviors. These guiding principles help determine what is important to us and influence our decision making. Identifying and learning about your own values offers you the ability to make decisions across all aspects of your life with clear focus and direction.

Please select from the list below the top 5 values that resonate with you.

Loyalty

Sincerity

Empathy

Forgiveness

Integrity

Fairness

Courageousness

Self-Development

Open-Mindedness

Altruism

Family

Service

Respect

Creativity

Adventure

Education

Faith

Balance

Humor

Inner peace

Wellness

Descriptions for each listed value are below.

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