My life is free of concerns, worries or unmet desires regarding finances. 

○ NA      ○ 1     ○ 2      ○ 3       ○ 4       ○ 5

My income (and/or savings) allow me to do all the things that are important to me, whenever I want to.

○ NA      ○ 1     ○ 2      ○ 3       ○ 4       ○ 5

If I have debt, it is secured by equity and is not a burden on my income.

○ NA      ○ 1     ○ 2      ○ 3       ○ 4       ○ 5

I have a prosperity vs. a poverty mentality—perceiving and expecting abundance, and assured that there are more than enough resources for everyone to be prosperous.  

○ NA      ○ 1     ○ 2      ○ 3       ○ 4       ○ 5

I have planned for my retirement and either have enough for it or am on track for attaining it by the time I will likely need it.

○ NA      ○ 1     ○ 2      ○ 3       ○ 4       ○ 5

I have a positive net worth and know, within a few-percentage-point margin, what it is.

○ NA      ○ 1     ○ 2      ○ 3       ○ 4       ○ 5

I have savings of at least 6 months living expenses in liquid or near-liquid assets.

○ NA      ○ 1     ○ 2      ○ 3       ○ 4       ○ 5

I have financial record-keeping in place and well-organized so that preparing for taxes or other financial accounting times is not a burden for me.

○ NA      ○ 1     ○ 2      ○ 3       ○ 4       ○ 5

I have a clear, written, legally operable plan for the distribution of my assets upon my death or mental incapacitation.

○ NA      ○ 1     ○ 2      ○ 3       ○ 4       ○ 5

I have a well diversified portfolio of assets that should be able to weather any changes in economic climate or unexpected events.

○ NA      ○ 1     ○ 2      ○ 3       ○ 4       ○ 5