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List the top three financial goals you want to accomplish in the next 60 days in order of priority.
   
Comments:
   
 
 
 
What is most important to me about money?
   
Comments:
   
 
 
 
What are the top three benefits I want to receive from the 60 Day Intensive ?
   
Comments/Suggestions:
   
 
 
 
I have an accurate spending/savings monthly budget plan:
 
Yes
 
No
 
 
 
I have saved at least three to six months of living expenses:
 
Yes
 
No
 
 
 
I have a separate account for monthly bills, a rainy day, an emergency fund and if applicable a business account:
 
Yes
 
No
 
 
 
I have an updated and clear plan to reach various long-term financial savings goals:
 
Yes
 
No
 
 
 
How much money do I need for a comfortable retirement or to reach financial independance?
 
$500,000 - $1,000,000
 
$1,000,000 - $2,000,000
 
$2,000,000 - $3,000,000
 
$3,000,000 +
 
I'm not really sure.
 
 
 
How much do I need to save per month to have a comfortable retirement or to be financially independent?
 
$100/month
 
$250/month
 
$500/month
 
$1000/month
 
$2500/month or more
 
I'm not really sure.