Aligning Priorities Activity Book

Question Title

* 1. After completing these activities, I am more confident that my financial plan is aligned with my priorities.

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

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* 2. After completing these activities, I feel less stressed about my short term financial plan.

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

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* 3. (Optional) In Activity 02, I selected these as my top 3 priorities. (Please check 3)

Food

Medical/Prescriptions

Housing

Child related

Essential Utilities

Transportation

Insurance

Job related expenses

Debt/Savings

Non-essential Utilities

Discretionary Spending

Other (please specify)

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* 4. (Optional) In Activity 07, I chose the following item to activate on in box 01.

Question Title

* 5. Do you currently have credit card or other debt concerns?

Yes... Call 877-428-1113 to discuss options that work for you, with a financial expert, at no cost to you. Or click here to request a call.

No