Financial Health Quiz

Alright, you’re on the road and all systems are go! Congratulations, you’ve got a solid financial foundation.

Based on your responses, you’ve got a strict separation between your business and personal finances. Amazing! You’ve got more than three months of emergency savings available in cash, so you’re covered for a rainy day (and then some!) You’re using software to keep track of your business and personal income and expenses, and you’re prepared for tax season by saving as you go and making quarterly payments (you rockstar you!)

You rarely need to cover your expenses with credit due to a lack of available cash, and you’re saving for retirement every year. You pay yourself the same wage every month, or close to it, and you’re protecting yourself with both business and health insurance.

You should be incredibly proud of your accomplishments - this is no small feat. Being a self-employed creative person comes with unique challenges, and conventional wisdom doesn’t apply.

I believe financial security breaks down into three parts - clarity, stability & investment. You start by clarifying where you are, then you put systems in place to stabilize your finances, and then invest in protecting and growing your assets.

You’re ahead of the game. You’ve already established a clear and stable financial life and you’re ready to grow. Keep your eyes on your inbox this week. I’ll break down each area based on your results and dive deeper into the steps you can take to build on your foundation to get to the next level.