Are You Making the Right Decisions With Your Money?

This financial assessment will help you identify areas to focus on and you will receive personalized suggestions based on your responses that cover areas including tax planning, financial planning, investment planning, retirement savings, and emergency savings.

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Question 1 of 10

1. What best describes your situation?

Working
Retired

Please select an answer.

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2. How much do you keep set aside for emergencies or unplanned expenses?

Nothing
Less than 3 months of income
3-6 months of income
6-12 months of income

Please select an answer.

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3. How much are you saving for retirement?

None
Less than 5% of income
5-10% of income
10-20% of income
20% of income or more

Please select an answer.

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4. What types of retirement savings vehicles do you utilize? (Select all that apply)

IRAs (Traditional, SEP, Simple, etc)
Roth IRAs
401(k), 403(b), or 457 plan
Taxable Accounts (Individual, Joint, Trust, etc)
Pension
Corporate Stock Compensation (ESOP, RSU, Options, etc)

Please select an answer.

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5. Other than retirement, what financial goals do you want to accomplish? (Select all that apply)

General Investing
Debt Reduction
Home Purchase
Education
Travel
Charitable Giving
Leave a Legacy
Start or Sell a Business

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6. What was your total household income, before taxes, last year? Select the range that best fits.

Less than $100K in household income
$100K to $249K in household income
$250K to $399K in household income
$400K to $550K in household income
$550K or more in household income

Please select an answer.

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7. How do you manage investments?

Use a financial advisor
Use a managed account service
Have a single fund solution, such as a target date fund
Do it myself with the help of a friend or family member
Do it myself with little or no help

Please select an answer.

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8. What is the approximate total of your investable assets?

Nothing in investable assets
Less than $500K in investable assets
$500K to $1 million in investable assets
$1 million to $3 million in investable assets
$3 million to $5 million in investable assets
$5 million or more in investable assets

Please select an answer.

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9. To protect my financial well-being, I have (Select all that apply)

Estate Plan (Will, Trust, Durable Power of Attorney, etc)
Disability Insurance
Term Life Insurance
Whole Life Insurance
Long-Term Care Insurance

Please select an answer.

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10. Please select your age range below.

18-30 years old
31-40 years old
41-50 years old
51-60 years old
61-70 years old
70+ years old

Please select an answer.

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2. Overall, when I think about my household finances, I feel

Stressed, things feel uncertain
Ok, I feel pretty steady
Confident in my financial future

Please select an answer.

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4. To protect my financial well-being, I have (Select all that apply)

Long-Term Care Insurance
Disability insurance
Life insurance
Will
Durable Power of Attorney
Advanced Medical Directives
Trust
Fully executed estate plan

Please select an answer.

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5. What sources of income do you currently have in retirement? (Select all that apply)

Social Security
Required Minimum Distributions (RMDs)
Business/Rental Income
Dividends and Interest
Pension
Other

Please select an answer.

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6. What is the approximate total of your investable assets?

Less than $500K in investable assets
$500K to $1 million in investable assets
$1 million to $5 million in investable assets
$6 million to $10 million in investable assets
$10 million or more in investable assets

Please select an answer.

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7. How do you manage investments?

Use a financial advisor
Use a managed account service
Have a single fund solution, such as a target date fund
Do it myself with the help of a friend or family member
Do it myself with little or no help

Please select an answer.

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8. Are your savings invested in a way that is right for you?

I don't know
I think so
Definitely

Please select an answer.

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9. Please select your age range below

Under 50 years old
51-60 years old
61-70 years old
Over 70 years old

Please select an answer.

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Where should we send your results?

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