Case manager self-assessment: Part 1
Answer each of the following questions by checking either the “true” or “false” column.
Question True False- Goals are not important to financial planning or budgets.
- To have enough money for emergencies you must save 3 to 6 months’
worth of living expenses. - A cash flow budget helps you track whether you will have enough cash to
cover your bills from week to week. - If you can’t pay all of your bills and collectors are calling, the “squeaky
wheel” that calls you the most should be paid first. - The only way to receive the income you’ve earned from working is by
receiving a paycheck. - Credit is when you owe someone money.
- The amount of your monthly debt payments may impact your ability to pay
your other bills and living expenses and to access new credit. - A poor credit history may keep you from getting an apartment, insurance in
some states, or even a job. - There are no risks or additional costs associated with having a checking
account. - As a consumer, you have almost no rights when it comes to financial
products.
Financial empowerment self-assessment: Part 1 results
Number Correct: ________________ out of 10
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