Financial Freedom Snapshot

Use this personal financial tool as a fast way to get a quick "picture" of your current money situation. After completing the snapshot, use the scoring key to understand your personal results.
Rosa's Story
Rosa, a single mother of two young children, was depressed and at her wits end. She had barely been surviving on her government Mother's Allowance benefit, when her financial roof caved in. Her youngest child had fallen seriously ill and required numerous costly treatments. (Happily, the child eventually recovered from the illness.)
Unfortunately, Rosa's debt-load and day-to-day expenses were becoming far too much for her to bear. This had not always been the case for up until six months before, Rosa had been employed as an assembly line seamstress until she was laid-off after the plant's closure.
Tony's Story

The following story exemplifies the success that is within your reach when applying these techniques. Our friend, Anthony, dreamed out loud about owning a flashy BMW Z4. After repeated mentions of this dream, we decided to see if he was serious about this goal. We asked him specifically when he would own the Z4 and how he would gather the necessary funds.
Anthony did not have a date or a plan, just the fantasy. We told him that unless he made several changes, he would never get the car of his dreams. The first step was to set a specific date. The second was to create a savings strategy to obtain the money. These steps were part of the physical homework. What remained was the mental homework.