Financial Literacy Self-Assessment
Personal finance covers a very broad range of topics. No one knows it all. It’s a continual process of self-awareness and self-improvement. It affects more than you—it’s about your family, your values, where to direct your assets, and intentions. So run through this checklist and pat yourself on the back when you’ve taken steps in the right direction. Prioritize what you want to tackle next and be more aware of what you don’t know—yet.
Don’t worry if you don’t know all the answers. Even Einstein had to do his research. Just make a list of questions to discuss with your advisor or to research yourself. Financial Planning Literacy may help answer some of these questions.
If we knew what we were doing it would not be called research, would it?