"Life is full of transition . . . we help with the financial ones."

Do periodic expenses often take you by surprise?                                 __________

How many times per month do you overdraw your account?           __________

Are you often concerned or worried about your finances?                __________

How much is in your emergency fund?                                                    __________

Do you have non-mortgage debt? If so, how much?                             __________

Are you currently using a monthly budget plan?                                  __________

Do you have a plan for funding larger purchases?                                 _________

If necessary, are you saving for college expenses?                                 __________

Are you investing at least 15% of your income for retirement?         __________

How much money will you need to retire?                                               __________

Are you an active giver?                                                                                  __________

Do you have a will or an estate plan?                                                         __________

How much life insurance do you have?                                                     __________

How much life insurance do you need?                                                     __________

(8 - 10 times Annual salary)

What are your financial goals?  


If focus is what you need then take a few minutes to answer the questions below.  Your answers should help you evaluate those areas needing time and attention.  It should also highlight those in which you are doing well.

If you have questions, please contact us and we will respond promptly !

Start your journey to financial freedom with the

longest tenured Dave Ramsey Financial Coach in the country!

Anchor Financial Wellness © All Rights Reserved.

Call or Text: 1-502-797-4290

The Wellness check-up