Financial Picture & Mindset
Question 1 of 10
"I have a clear picture of where my money goes each month."
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
Financial Picture & Mindset
Question 2 of 10
"My day-to-day financial decisions align with my long-term life goals."
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
Saving
Question 3 of 10
"I consistently save a meaningful portion of my income each month."
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
Saving
Question 4 of 10
"I have an emergency fund that covers at least 3 months of living expenses."
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
Optimizing
Question 5 of 10
"I'm taking full advantage of tax-advantaged accounts like a 401(k), IRA, or HSA."
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
Optimizing
Question 6 of 10
"My investments are working as efficiently as they could be for my goals."
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
Protecting
Question 7 of 10
"I have adequate life and disability insurance to protect my family and income."
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
Protecting
Question 8 of 10
"I have an up-to-date will and named beneficiaries on all my accounts."
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
Planning & Implementing
Question 9 of 10
"I have a written financial plan with clear goals and a timeline to reach them."
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
Planning & Implementing
Question 10 of 10
"I feel confident and on track for the retirement I want."
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree