Presently in terms of managing your money

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Question

1. Net Worth: Where are you presently in terms of managing your money? Explain your assets to liabilities. Do you own more than you owe or is it the other way around? Explain.

2. Net Income: Explain your net income. Do you feel you are making enough money to balance your lifestyle? What could you change to ensure you live your best life?

3. Expenses: What are your major expenses? Where could you save money if you needed to cut expenses?

4. Goals: What short term goal is most important to you and why? What mid-term goal is most important to you and why? What long term goal is most important to you and why?

Reference no: EM133629995

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