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Personal Finances

Think about your current financial position and answer the following questions:A couple with their representative

  • Have you recently reviewed your personal finances?
  • How much do your debts, savings and investments amount to?
  • Have you ever taken the time to clearly identify all your sources of income and expense?
  • Have you set specific savings and investment objectives?

If you’re not sure about the answers to any of these questions, check the two following tools:

Questions?