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1. Do you have a will that is up-to-date?
2. Do you have an adequate emergency fund (3 to 6 month) ?
3. Do you have a General Power of Attorney for someone to manage your finance in case you are incapacitated?
4. Do you know the interest rates on your credit cards and their balances?
5. Do you have adequate insurance covered for yourself and your family (ie. life, health and etc.?
6. Do you have a spending budget?
7. Do your retirement savings adequately plan?
8. Do you financially comfortable to pay your current and long-term debts?
9. Do you satisfy with your career financially? If not, do you have a plan to improve it?
10. Do you have a detailed proposal for your children's college costs, financial aid options & college savings programs?
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