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Your Financial Self

Getting Started 

 Take this self-assessment to better understand your own financial knowledge, skills, and overall confidence it’s important for you to understand your own relationship with finance.

 

This tool has three goals:

Goal 1:  Helps you benchmark your knowledge, build upon, and fill in the missing gaps

Part 2:  Helps you identify how you feel about your own financial life

Part 3: Helps you understand which financial products and services you’re familiar with and which are new to you based on your identifying experiences.

 

Click the button below to start.

Start

Question 1 of 8

When would you like to retire 

A

within the next 10- 15 years

B

within the next 5 years

C

I've Retired Already

D

Next Year

Question 2 of 8

How old are you

A

Select your age group

B

18-55

C

56+

Question 3 of 8

I want to learn more about 

A

Investments

B

Retirement

C

Starting my financial journey

D

Options after I lose benefits from an employer

Question 4 of 8

My annual salary

A

25,000-60,000

B

60,000-100,000

C

less than 250,000

D

over 500,000

Question 5 of 8

I'm concerned that the money I have or will save won't last

A

Agree

B

Somewhat Agree

C

Disagree

Question 6 of 8

To have enough money for an emergency, you must save at least 3-6 month's worth of expenses

A

agree

B

Disagree

Question 7 of 8

Whats your zipcode 

Question 8 of 8

Enter your Name and phone number and one of our Advisors will contact directly

Confirm and Submit