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! Please enable JavaScript in your browser to complete this form.I keep track of my budget (income and expenses) using an automated system. *12345(1 less true ... 5 more true) I stick to my budget and avoid impulsive buys. *12345(1 less true ... 5 more true) I make smart financial choices by distinguishing between my needs and wants. *12345(1 less true ... 5 more true) I make sure to pay back my loans and bills on time. *12345(1 less true ... 5 more true) I manage to save in advance to cover future variable expenses (vacation, taxes, car, ...) over the next 12 months. *12345(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). *12345(1 less true ... 5 more true) I manage to save at least 20% of my total net income. *12345(1 less true ... 5 more true) I have a saving cushion to cover 6-12 months of living expenses for unexpected costs or emergencies. *12345(1 less true ... 5 more true) I am aware of all my subscriptions (streaming services, gaming, news & magazines, fitness, software...) and investment fees. *12345(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 *12345(1 less true ... 5 more true) I review and update my financial plan regularly, at least every three months. *12345(1 less true ... 5 more true) I communicate with my partner and family about our financial goals. *12345I live alone(1 less true ... 5 more true) I sleep well at night knowing my finances are well organized. *12345(1 less true ... 5 more true) I partner Email I understand the local french savings accounts (Livret A, PEL, LDDS, …) and investment opportunities (PEA, PEE, Real Estate…). *12345(1 less true ... 5 more true) I understand the French tax system, including my responsibilities and optimization opportunities. *12345(1 less true ... 5 more true) I have a clear retirement plan that will meet my needs. *12345(1 less true ... 5 more true) I have the right insurance coverage for my health, income and home in France. *12345(1 less true ... 5 more true) I continually learn about budgeting, credit, investing, and managing debt. *12345(1 less true ... 5 more true) I’m confident that my investment portfolio is well-diversified. *12345(1 less true ... 5 more true) What is your main personal financial goal? *Achieve financial independenceSecure my retirementSave for a special expense (wedding, buying a home)Generate additional incomeInheritance planningOtherWhat would you do if you won 1 million euros in the lottery?Full Name *FirstLastEmail Address *GDPR Agreement *I consent to having this website store my submitted information so they can respond to my inquiry.Submit