Freedom Through Financial Education

Step 1

What is a Personal Financial Analysis?

The Personal Financial Analysis (PFA) is a comprehensive report of your financial situation. It includes your current net worth, spending habits, an estimate of the time it will take to pay off your credit cards, and an estimate of the amount of interest you'll pay for each credit card as you pay off the balance. Click here for a sample report in PDF format.

Instructions:

The PFA creates a comprehensive report that is a valuable tool to help you objectively determine where you stand financially. But your PFA will only be as accurate as the information you enter into the questionnaire. We strongly encourage you to gather as much current information as you can before you begin and answer as many questions as possible. Start by entering your contact information in the form provided and click Step 2 to continue.

Personal Financial Analysis Questionnaire


* First Name
 * Last Name
* Email Address
 * State
* Home Phone Number
   Cell/Work Phone Number
* = Required Information


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