Financial Planning - Kids and Money

The Blume Group, Inc.



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Coaching Needs Survey

Thank you for your interest in The Planning for Confident Spending System. Please feel free to take this brief coaching needs survey to help you determine if coaching is right for you.

Do you keep good financial records?	Do you spend less than you make on a monthly basis?
Always (1) Sometimes (2) Never (3) . . . . . . . . . . . . . . . . .	Always (1) Sometimes (2) Never (3) . . . . . . . . . . . . . . . . .
Do you save regularly?	Do you operate from a spending plan?
Always (1) Sometimes (2) Never (3) . . . . . . . . . . . . . . . . .	Always (1) Sometimes (2) Never (3) . . . . . . . . . . . . . . . . .
Are financial discussions pleasant for you?	Are you downloading and bill paying in Quicken?
Always (1) Sometimes (2) Never (3) . . . . . . . . . . . . . . . . .	Always (1) Sometimes (2) Never (3) . . . . . . . . . . . . . . . . .
Do you have a plan to get out of debt?	Do you analyze your spending?
Always (1) Sometimes (2) Never (3) . . . . . . . . . . . . . . . . .	Always (1) Sometimes (2) Never (3) . . . . . . . . . . . . . . . . .

How did you do?
0 thru 8 = Your financial house is in good order.
Above 8 = This coaching can really benefit you!