Tool Should Be Used By: Coaches, mental health professionals, financial counselors, anyone who works with people who need more clarity around their money issues.
Tool Description:&nbs p; This quiz will let you rate yourself or your clients on the 12 most important factors affecting your financial health. Select your answer on a scale of 1 to 5 to indicate how much a statement applies to your finances, then check with the scoring key to see how you rate! Fun and educational for both, coaches and their clients.
Format: PDF file, 1 page (10KB)
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Creator's Background: Cindy Morus has an extensive background in financial management. She was a bill collector, received her B.A. in Consumer and Family Economics and worked as an Operations Manager for a major bank. She has been a small business owner for the last 12 years and has helped hundreds of families achieve financial well-being and peace of mind during her 4 years as a Financial Recovery Counselor. Cindy's web site is www.phelps-creek.com
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