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 take only a couple of minutes of your time. We’ll send you as soon as possible your results at no charge!

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 aware of all my subscriptions (streaming services, gaming, news & magazines, fitness, software...) and investment fees. *

(1 less true ... 5 more true)

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

(1 less true ... 5 more true)

income fees. buys.

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

(1 less true ... 5 more true)

What is your main personal financial goal? *

How would you spend 10,000€ if you have to do it in 1 day?

Full Name *

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Email Address *

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