After all, before you can start planning how to get more out of your money and how to invest it wisely, you need to know exactly how much you’ve got, where it’s currently parked, and just how accessible it is. You also need to understand the kind of financial commitments you’ve made.
To aid you in this task, we have created a simple assessment that you can take. Be honest with yourself. The goal is not to get a high score but to discover how accurately you understand your current financial situation.