Pete the Planner
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FAQs
Got Skills?
Do you balance your check book?
Yes
No
Are you overdraft fee free in the last 12 months?
Yes
No
As a household, do you have one checking account?
Yes
No
Are you debt-free other than your mortgage?
Yes
No
Are you without a household budget right now?
Yes
No
Do you have an emergency fund?
Yes
No
Do you waste less than $250 on monthly basis on random stuff?
Yes
No
Are you happy with how much money you save on an annual basis?
Yes
No
Do your children learn good money habits from you?
Yes
No
Do you feel like you are reaching your financial potential?
Yes
No
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