THE EEDGE EMPOWERMENT | 360° Financial Assessment

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Budgeting & Spending Control

Rate yourself honestly — 1 (Strongly Disagree) to 5 (Strongly Agree)

Strongly DisagreeStrongly Agree

01I consistently follow a monthly budget without overspending.

02I know exactly how much money I spend on non-essentials each month.

03I pay myself first (save before spending) every pay period.

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Debt Management

Rate yourself honestly — 1 (Strongly Disagree) to 5 (Strongly Agree)

Strongly DisagreeStrongly Agree

04I have a clear plan to eliminate all of my current debt.

05I pay more than the minimum due on credit cards and loans.

06I avoid taking on new debt for non-essential purchases.

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Savings & Wealth Building

Rate yourself honestly — 1 (Strongly Disagree) to 5 (Strongly Agree)

Strongly DisagreeStrongly Agree

07I have at least 3 months of living expenses saved as an emergency fund.

08I actively invest in retirement, real estate, or other wealth-building vehicles.

09I am intentionally building assets to leave for future generations.

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Credit Awareness & Repair

Rate yourself honestly — 1 (Strongly Disagree) to 5 (Strongly Agree)

Strongly DisagreeStrongly Agree

10I know my current credit score and review my credit report regularly.

11I actively work to improve or protect my credit score.

12I understand how credit utilization, payment history, and inquiries impact my score.

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Financial Mindset & Behavior

Rate yourself honestly — 1 (Strongly Disagree) to 5 (Strongly Agree)

Strongly DisagreeStrongly Agree

13I make financial decisions based on a long-term plan, not short-term emotions.

14I regularly educate myself on financial topics (books, courses, workshops).

15I believe I have the power to completely transform my financial future.

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Business & Income Strategy

Rate yourself honestly — 1 (Strongly Disagree) to 5 (Strongly Agree)

Strongly DisagreeStrongly Agree

16I have at least one income stream beyond my primary job or salary.

17My business (or future business) finances are separate from my personal finances.

18I have a written income and revenue plan for the next 12 months.

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Reflection Questions

Your honest answers help us personalize your results

19What is your single greatest financial strength?

20What financial habit do you struggle with most, and why?

21What does financial freedom look like for you in 5 years?

You're Almost Done!

Your assessment is complete. Click the button below to submit your results. An EEDGE advisor will review your responses and email your personalized Financial Health Report within 24–48 hours.

What happens next: We review your results, prepare your personalized EEDGE Financial Development Plan, and reach out to schedule your free consultation.

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By submitting you agree to be contacted by THE EEDGE EMPOWERMENT LLC regarding your results.

360° Financial Assessment

Budgeting & Spending Control

Debt Management

Savings & Wealth Building

Credit Awareness & Repair

Financial Mindset & Behavior

Business & Income Strategy

Reflection Questions

You're Almost Done!

Assessment Submitted!