Financial Serenity
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    Five Questions toward Financial Serenity

   On a scale of one to five, with five being terrific, how would you answer the following questions...

 

 

 

    "Terrific" scores 5
   "Comfortable" scores 4
   "O.K." scores 3
   "Uncomfortable" scores 2
   "All at sea and very uncomfortable" scores 1

   1) How do you feel about your current financial position?  

Terrific          Comfortable          O.K.          Uncomfortable          All at sea and very uncomfortable

   2) How do you rate you ability to plan financially for your future? 

Terrific          Comfortable          O.K.          Uncomfortable          All at sea and very uncomfortable

   3) How well do you understand corporate bonds and the secondary bond market? 

Terrific          Comfortable          O.K.          Uncomfortable          All at sea and very uncomfortable

   4) If interest rates remain low for the next 2 years, how confident are you that you will have sufficient income to live comfortably? 

 Terrific          Comfortable          O.K.          Uncomfortable          All at sea and very uncomfortable

   5) If you have investments now, how well do you understand them? 

 Terrific          Comfortable          O.K.          Uncomfortable          All at sea and very uncomfortable

   Sum up your answers and then divide that total by 5.  If the answer is less than 3.5,  then contact me to help you get to 5 - it's not that difficult.

Alternatively, include your contact details here, and then just click on the button below - it's that easy

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