PERSONAL FINANCIAL MANAGEMENT ASSESSMENT

Are you confident in your financial plan?

We believe everyone deserves a simple, understandable, and actionable financial plan. Take our short assessment to help determine where your financial plan is currently strong and where it could be stronger. This also helps to tell us how we can help you. As you go through the assessment, answer each question with “yes,” “no,” “I don’t know,” or “N/A” depending on your unique situation.