Financial Health of Your Practice Quiz

What's the Financial Health of Your Practice? Take this quiz and find out.
Enter your Name and Email Address to Receive a Copy of your Final Results and What They Mean.

Name

Email

1) I know exactly how much I spend each month to support my lifestyle.
2) I have money set aside in savings for my personal life.
3) I know exactly how much money I must earn each month to run my business.
4) I have money set aside in savings for my business.
5) I feel relaxed when I pay bills or write checks for my expenses.
6) I have money left over after I pay my expenses.
7) My practice is very profitable.
8) I have enough money to pursue my dreams and goals.
9) I have specific written income goals.
10) I feel good about what I charge.
11) I’m confident when I state my fee.
12) I have a written plan to achieve my income goals.
13) I regularly reach my income goals.
14) I feel confident that I can make as much money as I would like.
15) I live and work how I like.




9 Responses to Financial Health of Your Practice Quiz

  1. Karen Page says:

    Great quiz! Its always helpful to evaluate where we are and where we want to be:)

  2. Ilana says:

    Thank you for the quiz. I know I am headed in the right direction and that is exactly why I purchased your book and am taking one of your courses.

  3. MIRYAM says:

    The quiz was useful. I think that being only in my second year of business; that I still have to scrounge and struggle. Maybe I’ll get to my goal of 15 clients per week in 15 years instead of 5.

    • Casey Truffo and the BAWT Team says:

      Miryam, Pls don’t think like this. You can do this! Learn what works and invest the time and do you. You can do this!!

  4. Ofer Zur says:

    Very simple and useful quiz. The immediate interpretation is very useful as well. Thanks, Casey for your fantastic work.

  5. Justus says:

    Very useful quiz, Casey. Thanks. I kept wishing there was a category, ‘sort of’! Made me realise I am getting there but need to be more precise in a few more key areas.

  6. Kit says:

    Excellent questions! I wish I had more yes answers. I have taken some steps towardss increasing the number of clients
    in mdy practice and the number of referrals I receive. I have noticed that I have not stayed in touch with my initial referral sources
    and consequently have not received a referral from them in months. I did take notice of the importance of the personal touch and cultivating the relationship before asking for referrals. I do feel awkward asking for referrals and stating my fee. When I agree to
    a sliding scale I offer and/or accept a lower amount than I believe the client can afford. I want a raise my rates but don’t know how
    to do it without feeling guilty. Thank you soo much for all of your helpful recommendations. You can’t imagine how helpful you have
    been to so many of ud

  7. Kit says:

    Excellent questions! I wish I had more yes answers. I have taken some steps towardss increasing the number of clients
    in my practice and the number of referrals I receive. I have noticed that I have not stayed in touch with my initial referral sources
    and consequently have not received a referral from them in months. I did take notice of the importance of the personal touch and cultivating the relationship before asking for referrals. I do feel awkward asking for referrals and stating my fee. When I agree to
    a sliding scale I offer and/or accept a lower amount than I believe the client can afford. I want a raise my rates but don’t know how
    to do it without feeling guilty. Thank you soo much for all of your helpful recommendations. You can’t imagine how helpful you have
    been to so many of us. Kit Fenerty-Lange, MSS, LCSW

Post a comment

You may use these HTML tags and attributes:
<a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>