"*" indicates required fields Financial Picture and MindsetSavingOptimizingProtectingPlanning and Implementing To what extent do you agree or disagree with the following statement about your financial picture and mindset?My financial decisions support the life I want to live and the person I want to be. Strongly Disagree Disagree Neither Agree nor Disagree Agree Strongly Agree Financial Picture and MindsetSavingOptimizingProtectingPlanning and Implementing I understand the beliefs, emotions, and biases that influence my financial decisions. Strongly Disagree Disagree Neither Agree nor Disagree Agree Strongly Agree Financial Picture and MindsetSavingOptimizingProtectingPlanning and Implementing I have a clear view of my complete financial picture – all of my assets (what I own) and my liabilities (what I owe) Strongly Disagree Disagree Neither Agree nor Disagree Agree Strongly Agree Financial Picture and MindsetSavingOptimizingProtectingPlanning and Implementing Money is a cause of stress, anxiety, or worry in my life. Strongly Disagree Disagree Neither Agree nor Disagree Agree Strongly Agree Financial Picture and MindsetSavingOptimizingProtectingPlanning and Implementing I have specific financial goals and clear strategies to achieve them. Strongly Disagree Disagree Neither Agree nor Disagree Agree Strongly Agree Financial Picture and MindsetSavingOptimizingProtectingPlanning and Implementing I review my financial goals regularly and track my progress towards them. Strongly Disagree Disagree Neither Agree nor Disagree Agree Strongly Agree Financial Picture and MindsetSavingOptimizingProtectingPlanning and Implementing What was your Household Income last year? Less than $40,000 $40,000 - $74,999 $75,000 - $99,999 $100,000 - $124,999 $125,000 - $149,999 $150,000 - $249,999 Over $250,000 Financial Picture and MindsetSavingOptimizingProtectingPlanning and Implementing How much of your after-tax income are you able to save each month? 20%+ 16%-20% 11%-15% 6%-10% 0%-5% I don’t know Financial Picture and MindsetSavingOptimizingProtectingPlanning and Implementing I track my cash flow each month and know how much I spend, save, and invest. Strongly Disagree Disagree Neither Agree nor Disagree Agree Strongly Agree Financial Picture and MindsetSavingOptimizingProtectingPlanning and ImplementingI am taking advantage of all available strategies to reduce the taxes I pay. Strongly Disagree Disagree Neither Agree nor Disagree Agree Strongly Agree Financial Picture and MindsetSavingOptimizingProtectingPlanning and ImplementingI review my taxes and proactively plan for upcoming personal, professional, and financial changes. Strongly Disagree Disagree Neither Agree nor Disagree Agree Strongly Agree Financial Picture and MindsetSavingOptimizingProtectingPlanning and ImplementingMy Credit Score is 800+ 740-800 670-739 580-669 Below 579 I Don't Know Financial Picture and MindsetSavingOptimizingProtectingPlanning and ImplementingHow much of your monthly income goes toward debt payments? (mortgage, car loan, student loans, etc.) <10% 11%-20% 21%-30% 31%-40% >40% I Don't Know Financial Picture and MindsetSavingOptimizingProtectingPlanning and ImplementingMy debt and monthly payments are a cause of stress in my life. Strongly Disagree Disagree Neither Agree nor Disagree Agree Strongly Agree Financial Picture and MindsetSavingOptimizingProtectingPlanning and Implementing How much of your after-tax monthly income are you investing? >15% 11-15% 6-10% 1-5% 0% I Don't Know Financial Picture and MindsetSavingOptimizingProtectingPlanning and Implementing I have a clear picture of all investments and the level of risk I am taking. Strongly Disagree Disagree Neither Agree nor Disagree Agree Strongly Agree Financial Picture and MindsetSavingOptimizingProtectingPlanning and Implementing How many months of expense could your Emergency Fund cover? 7+ months 5-6 months 3-4 months 1-2 months 0. I don’t have an emergency fund Financial Picture and MindsetSavingOptimizingProtectingPlanning and Implementing I have insurance coverage in all of the categories that are important to my financial well-being (e.g. health, disability, life, and property (e.g. home, car). Strongly Disagree Disagree Neither Agree nor Disagree Agree Strongly Agree Financial Picture and MindsetSavingOptimizingProtectingPlanning and Implementing I review my insurance policies regularly and after major life changes to ensure they are up to date. Strongly Disagree Disagree Neither Agree nor Disagree Agree Strongly Agree Financial Picture and MindsetSavingOptimizingProtectingPlanning and Implementing When were your estate planning documents executed (e.g. your will, financial power of attorney, advanced healthcare directive)? Within the last 3 years Between 3-5 years ago Greater than 5 years ago N/A / I don’t have any Financial Picture and MindsetSavingOptimizingProtectingPlanning and Implementing I review my estate planning documents regularly to ensure they are up to date. Strongly Disagree Disagree Neither Agree nor Disagree Agree Strongly Agree Financial Picture and MindsetSavingOptimizingProtectingPlanning and Implementing To what extent is Education Planning a concern of yours? Not a concern and unlikely to be in the future Likely to be a concern at some point in the future Education Planning is a current concern Financial Picture and MindsetSavingOptimizingProtectingPlanning and Implementing As a percentage of your income, how much are you saving towards an education? 5%+ 4-5% 3-4% 1-2% I am not currently saving Financial Picture and MindsetSavingOptimizingProtectingPlanning and Implementing I am saving enough and using all tax savings opportunities available. Strongly Disagree Disagree Neither Agree nor Disagree Agree Strongly Agree Financial Picture and MindsetSavingOptimizingProtectingPlanning and Implementing As a percentage of your income, how much are you saving for retirement? >21% 16-20% 11-15% 6-10% <5%, but not zero 0% I don't know Financial Picture and MindsetSavingOptimizingProtectingPlanning and Implementing How much have you already saved towards retirement? 0 - $9,999 $10,000 - $24,999 $25,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 $100,000 - $124,999 $125,000 - $149,999 $150,000 - $199,999 $200,000 - $249,999 $250,000 - $999,999 Over $1,000,000 Financial Picture and MindsetSavingOptimizingProtectingPlanning and Implementing I know how much money I need to save in order to achieve a financially secure retirement. Strongly Disagree Disagree Neither Agree nor Disagree Agree Strongly Agree Financial Picture and MindsetSavingOptimizingProtectingPlanning and Implementing I have the expertise and time to effectively implement all aspects of my financial plan. Strongly Disagree Disagree Neither Agree nor Disagree Agree Strongly Agree Financial Picture and MindsetSavingOptimizingProtectingPlanning and Implementing I periodically review my financial plan to evolve my strategies when there are changes in my life. Strongly Disagree Disagree Neither Agree nor Disagree Agree Strongly Agree Financial Picture and MindsetSavingOptimizingProtectingPlanning and Implementing Great job! Ready to see your score?First Name* Last Name* Email Address* HiddenFinancial Picture and Mindset ScoreHiddenOptimizing ScoreHiddenProtecting ScoreHiddenSaving ScoreHiddenPlanning and Implementing ScoreHiddenOverall Score