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
Did you know? Your financial decisions are 90% emotion and 10% logic. Understanding your emotions is critical to making smarter decisions.
I understand the beliefs and emotions that influence my financial decisions.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
Did you know? For most people, investments are only 10% of their financial picture. Your finances are about much more than just investments.
I have a clear view of my complete financial picture (e.g. savings, investments, real estate, debt).
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
Did you know? Money is the number one cause of stress in America and it affects every facet of our lives.
Money is a cause of stress, anxiety, or worry in my life.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
Did you know? People with clear goals and accountability partners are at least 10x more likely to achieve them.
I have clear financial goals and strategies to achieve them.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
I review my financial goals and measure my progress regularly.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
What was your Household Income last year?
Less than $40,000
$40,000 - $74,999
$75,000 - $99,999
$100,000 - $149,999
$150,000 - $249,999
Over $250,000
I know how much I spend, save, and invest each month.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
Did you know? Over the last ten years alone, the tax code has been changed or amended over 4,000 times. A dynamic tax strategy is essential to maximizing your savings.
I take advantage of all available tax-savings strategies.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
I periodically review my taxes and proactively plan for upcoming changes.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
How 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
Did you know? Household debt in America is almost $17 trillion, and it keeps many people from saving and investing for their future.
My debt and monthly payments are a cause of stress in my life.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
I am confident in my investments and my level of risk.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
My emergency fund could cover ______ months of expenses.
7+ months
5-6 months
3-4 months
1-2 months
0. I don’t have an emergency fund
Did you know? Insurance protects your income, your health, and the people you love. It's essential to any financial plan.
I have the right insurance coverage in all areas – health, disability, life, property (e.g. home, car).
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
I review my insurance policies regularly.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
Did you know? Without a will the state gets to decide where your money goes.
When were your estate planning documents completed (e.g. your will)?
Within the last 3 years
Between 3-5 years ago
Greater than 5 years ago
N/A / I don’t have any
I review my estate planning documents regularly.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
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
Did you know? For a newborn, college could cost almost $500,000 dollars by their freshman year.
What percentage of your income are you saving for an education?
5%+
4-5%
3-4%
1-2%
I am not currently saving
Did you know? An education savings account (529 plan) can grow your savings tax-free and be used tax-free in the right situations.
I am taking advantage of all tax savings opportunities in saving for an education.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
Did you know? Did you know? Most people should be saving between 15% to 20% of their income to save enough for retirement.
How much of your income are you saving for retirement?
>21%
16-20%
11-15%
6-10%
<5%, but not zero
0%
I don’t know
Did you know? On Average, Americans have saved $140,000 for retirement. That's enough to provide only $5,600 of income per year.
How much have you already saved towards retirement?
$0 to $24,999
$25,000 to $99,999
$100,000 to $249,999
$250,000 to $999,999
$1,000,000 and up
Did you know? You may need to save up to 15x your annual salary to retire.
I know how much money I need to save for a financially secure retirement.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
Did you know? Many people spend more time planning their next vacation than tending to their personal finances. (Beaching sure beats Budgeting)
I have the time and expertise to implement my financial plan.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
I periodically review and update my financial plan.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
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