Are You Making the Right Decisions With Your Money?

This financial analysis 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.

Just a Few Steps Away From Your Results

Analysis Complete!

Question 1 of 10

1. What best describes your situation?

Working
Retired

Please select an answer.

< Back Next >

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.

< Back Next >

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.

< Back Next >

4. Do you earn equity compensation (ESOP, RSU, ISO, NQSO, etc)?

Please select an answer.

< Back Next >

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

Please select an answer.

Continue

< Back Next >

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.

< Back Next >

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.

< Back Next >

8. What is the approximate total of your investable assets (excluding real estate)?

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.

< Back Next >

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.

Continue

< Back Next >

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.

< Back Next >

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.

< Back Next >

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.

Continue

< Back Next >

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.

Continue

< Back Next >

6. What is the approximate total of your investable assets (excluding real estate)?

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.

< Back Next >

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.

< Back Next >

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.

< Back Next >

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.

< Back Next >

Where should we send your results?

< Back

Services We Offer

Personal Solutions

Wealth Management

A holistic and proactive approach to managing an entire financial plan to achieve life’s goals.

Find a Wealth Manager

Family Office

Plancorp supports your legacy through education and generational wealth transfer planning.

Manage Generational Wealth

Business Solutions

Corporate Retirement Plans

Easily select and manage a company 401(k) or Cash Balance plan with minimal fees and Plancorp’s guidance.

Build a Corporate Retirement Plan

Business Succession Planning

Set your business up for success or secure your personal financial plan? You can do both with an exit strategy advisor.

Create an Exit Plan

Institutional Asset Management

Focus on the mission of your institution knowing Plancorp has your back managing the complex financial needs of endowments & nonprofits.

Manage Institutional Finances

We Have Clients Nationwide, But St. Louis is Our Home

Plancorp has clients in 43 states, but our headquarters is in St. Louis, Missouri where the firm was founded in 1983. For the last 40 years, our team has grown to over 75 employees and our collective experience is award-winning.

Are You Making the Right Decisions With Your Money?

Discover where you can improve with your finances.

Just a Few Steps Away From Your Results

Analysis Complete!

1. What best describes your situation?

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

3. How much are you saving for retirement?

4. Do you earn equity compensation (ESOP, RSU, ISO, NQSO, etc)?

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

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

7. How do you manage investments?

8. What is the approximate total of your investable assets (excluding real estate)?

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

10. Please select your age range below.

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

3. What financial goals do you want to accomplish in retirement? (Select all that apply)

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

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

6. What is the approximate total of your investable assets (excluding real estate)?

7. How do you manage investments?

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

9. Please select your age range below

Where should we send your results?

Services We Offer

We Have Clients Nationwide, But St. Louis is Our Home