Personal Compass — Financial Assessment

Full name

First

Last

Email

1. Do you keep track of your income and expenses?

2. Your income comes from:

Select all that apply.

3. Is your income regular?

you annual Full

4. What is the annual return on your capital?

5. Do you rent or own real estate?

6. Do you know how much tax you pay? (Optional)

Which of the following best describe your current financial situation? Select all that apply.