Give Yourself A Money Evaluation


(credit dfa.ie)

(credit dfa.ie)

Hello Sophisticated Spenders!

At work we periodically receive performance evaluations.

But when is the last time you’ve given yourself a Financial or Money Evaluation?

This week I will be creating a fancy pants evaluation to share with all of my readers (please make sure you are a subscriber so that you get it first).

I am looking for ideas on categories to include in the Money Evaluation.

Here’s what I have so far:

Spending-with subcategories for:

-on time bill payment

-paying off credit cards

-amount of debt

-debt to income ratio

-use of coupons/groupons

-did you buy anything you already have?

Saving-with sub categories

-saving enough in retirement account to get company match

-amount of living expenses in emergency fund

-saving for a future goal

And that’s all I have for now.

Do you guys have any additional ideas for categories? This will be SO cool, I promise!

 

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