Recently I have been asking myself ‘self-evaluation’ questions about this prior year. The results are very interesting and now that it is the beginning of 2008 I encourage you to take 10-15 minutes and take this evaluation. This will be a good exercise and I want you to type this up somewhere and save it so that you may look back at this 6 months or a year from now and see how far you have come.
If you would like it in word document form you can download it here.
2007 Evaluation – 2008 Assessment
1.) What is my current financial situation? (where am I at? am I stress? living paycheck to paycheck? etc.)
2.) [Rate yourself in the following areas] (1 being unhealthy; 9 being healthy)
- Telling your money where to go, instead of wondering where it went 1 2 3 4 5 6 7 8 9
- Communication with your spouse about finances(if applicable) 1 2 3 4 5 6 7 8 9
- Spending responsibility 1 2 3 4 5 6 7 8 9
- Am I spending less than you make? No Yes
- Am I making a budget every month? No Yes
- Am I stressed about my financial situation? No Yes
3.) What went well in the past year?
4.) What didn’t?
5.) What needs to improve?
6.) In the next 6 months, what will indicate success in your finances?
