Tool Should Be Used By:  Coaches, mental health professionals, financial counselors, anyone who works with people who need more clarity around their money issues.

Tool Description:  When people are fearful of their money situation, they often don't know whether or not they really are in a financial crisis. This 25-question self-assessment will either show them that they do need to get help or if they are doing OK. Used in conjunction with other assessments, it can provide a pretty clear picture of a person or families' financial situation. 

Full rights granted: you may copy, distribute, re-sell and modify without any credit to author. 

Format:  PDF file (14KB)

Have a question? Contact seller directly at email

Price:  $5.95 Add to Cart
 

Creator's Background:  Cindy Morus has an extensive background in financial management. She  was a bill collector, received her B.A. in Consumer and Family Economics and worked as an Operations Manager for a major bank. She has been a small business owner for the last 12 years and has helped hundreds of families achieve financial well-being and peace of mind during her 4 years as a Financial Recovery Counselor.  Cindy's web site is www.phelps-creek.com