Self-Assessment - My French Money

Personal finance self-assessment

Take the first step today towards mastering your personal finances by completing this quick self-assessment questionnaire. It will only a couple of minutes of your time. We’ll send you as soon as possible your results at no charge!

Full Name *

First

Last

Email Address *

I managing smart

I manage to save in advance to cover future variable expenses (vacation, taxes, car, ...) over the next 12 months. *

(1 less true ... 5 more true)

I only take out loans for investments (real estate or education), and not for personal expenses (vacations, home appliances, car). *

(1 less true ... 5 more true)

I have a saving cushion to cover 6-12 months of living expenses for unexpected costs or emergencies. *

(1 less true ... 5 more true)

I am able to quantify all my subscriptions (streaming services, gaming, news & magazines, fitness, software...) *

(1 less true ... 5 more true)

I have a clear financial plan that outlines over the next few years: my saving rate, net worth, income and expenses. *

(1 less true ... 5 more true)

I feel confortable with the French tax system, including my responsibilities and optimization opportunities. *

(1 less true ... 5 more true)

I understand the local french savings accounts (Livret A, PEL, LDDS, …) and investment opportunities (PEA, PEE, Real Estate…). *

(1 less true ... 5 more true)